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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,049 | $156,398-59.0% | $147,318-56.5% | $138,895-53.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.31% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $3,235 | $4,853-33.3% | $4,593-29.6% | $4,194-22.9% |
| Participant deferral / active EE | $5,500 | $8,237-33.2% | $7,906-30.4% | $6,396-14.0% |
| Admin fee / account holder | $13 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |