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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,049 | $162,136-60.5% | $152,301-57.9% | $154,746-58.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.31% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,235 | $4,890-33.8% | $4,624-30.0% | $4,379-26.1% |
| Participant deferral / active EE | $5,500 | $8,341-34.1% | $8,004-31.3% | $6,730-18.3% |
| Admin fee / account holder | $13 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |