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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,800 | $183,516-62.0% | $155,534-55.1% | $145,884-52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $5,486 | $5,315+3.2% | $4,675+17.4% | $4,662+17.7% |
| Participant deferral / active EE | $6,571 | $6,467+1.6% | $5,630+16.7% | $6,690-1.8% |
| Admin fee / account holder | $170 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |