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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,406 | $162,136-62.1% | $152,301-59.7% | $154,746-60.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 20.77% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,000 | $4,890-59.1% | $4,624-56.7% | $4,379-54.3% |
| Participant deferral / active EE | $6,294 | $8,341-24.5% | $8,004-21.4% | $6,730-6.5% |
| Admin fee / account holder | $88 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |