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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,573 | $172,111-52.0% | $150,298-45.1% | $137,256-39.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.37% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,444 | $4,636+60.6% | $4,154+79.2% | $4,156+79.1% |
| Participant deferral / active EE | $8,034 | $6,166+30.3% | $5,453+47.3% | $6,407+25.4% |
| Admin fee / account holder | $297 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |