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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,143 | $185,312-64.3% | $161,489-59.0% | $154,746-57.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.90% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,003 | $4,769-37.0% | $4,268-29.7% | $4,379-31.4% |
| Participant deferral / active EE | $5,392 | $6,350-15.1% | $5,630-4.2% | $6,730-19.9% |
| Admin fee / account holder | $285 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |