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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,391 | $156,398-56.9% | $147,318-54.3% | $138,895-51.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.36% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $9,730 | $4,853+100.5% | $4,593+111.9% | $4,194+132.0% |
| Participant deferral / active EE | $9,730 | $8,237+18.1% | $7,906+23.1% | $6,396+52.1% |
| Admin fee / account holder | $172 | $14,976-98.9% | $13,708-98.7% | $12,562-98.6% |