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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,515 | $172,111-63.7% | $150,298-58.4% | $137,256-54.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.94% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,740 | $4,636-40.9% | $4,154-34.0% | $4,156-34.1% |
| Participant deferral / active EE | $4,979 | $6,166-19.3% | $5,453-8.7% | $6,407-22.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |