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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,306 | $181,062-62.8% | $158,223-57.5% | $155,188-56.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.72% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,611 | $4,565-64.7% | $4,109-60.8% | $4,248-62.1% |
| Participant deferral / active EE | $2,703 | $6,134-55.9% | $5,467-50.5% | $6,531-58.6% |
| Admin fee / account holder | $6 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |