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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,972 | $168,635-57.9% | $147,617-51.9% | $125,389-43.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.00% | 77.65%-71.6pp | 61.98%-56.0pp | 282.24%-276.2pp |
| Employer contribution / active EE | $2,178 | $6,252-65.2% | $5,564-60.9% | $4,866-55.2% |
| Participant deferral / active EE | $7,125 | $5,507+29.4% | $4,895+45.5% | $5,352+33.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |