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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,155 | $154,228-60.3% | $145,433-57.9% | $137,256-55.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.60% | 74.59%-48.0pp | 66.58%-40.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $2,734 | $4,804-43.1% | $4,554-40.0% | $4,156-34.2% |
| Participant deferral / active EE | $8,548 | $8,216+4.0% | $7,897+8.2% | $6,407+33.4% |
| Admin fee / account holder | $172 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |