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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,072 | $154,228-61.0% | $145,433-58.7% | $137,256-56.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.36% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $7,954 | $4,804+65.6% | $4,554+74.6% | $4,156+91.4% |
| Participant deferral / active EE | $7,589 | $8,216-7.6% | $7,897-3.9% | $6,407+18.5% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |