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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,738 | $154,228-58.7% | $145,433-56.2% | $137,256-53.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $8,820 | $4,804+83.6% | $4,554+93.6% | $4,156+112.2% |
| Participant deferral / active EE | $7,643 | $8,216-7.0% | $7,897-3.2% | $6,407+19.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |