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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,800 | $183,627-62.0% | $155,602-55.1% | $145,978-52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.32%-49.8pp | 64.81%-53.3pp | 550.52%-539.0pp |
| Employer contribution / active EE | $5,486 | $5,316+3.2% | $4,675+17.3% | $4,662+17.7% |
| Participant deferral / active EE | $6,571 | $6,466+1.6% | $5,629+16.7% | $6,690-1.8% |
| Admin fee / account holder | $170 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |