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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,230 | $154,228-53.8% | $145,433-51.0% | $137,256-48.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.95% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.4pp |
| Employer contribution / active EE | $7,613 | $4,804+58.5% | $4,554+67.2% | $4,156+83.2% |
| Participant deferral / active EE | $15,659 | $8,216+90.6% | $7,897+98.3% | $6,407+144.4% |
| Admin fee / account holder | $134 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |