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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,230 | $156,398-54.5% | $147,318-51.6% | $138,895-48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.95% | 78.75%-51.8pp | 70.43%-43.5pp | 145.39%-118.4pp |
| Employer contribution / active EE | $7,613 | $4,853+56.9% | $4,593+65.8% | $4,194+81.5% |
| Participant deferral / active EE | $15,659 | $8,237+90.1% | $7,906+98.1% | $6,396+144.8% |
| Admin fee / account holder | $134 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |