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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,260 | $209,336-66.0% | $197,124-63.9% | $137,256-48.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.22% | 48.09%-25.9pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,166 | $6,591-36.8% | $6,227-33.1% | $4,156+0.2% |
| Participant deferral / active EE | $9,843 | $9,614+2.4% | $9,135+7.8% | $6,407+53.6% |
| Admin fee / account holder | $187 | $17,308-98.9% | $16,298-98.9% | $12,270-98.5% |