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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,072 | $155,555-61.4% | $146,866-59.1% | $155,188-61.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.36% | 115.41%-92.1pp | 102.85%-79.5pp | 148.84%-125.5pp |
| Employer contribution / active EE | $7,954 | $4,647+71.2% | $4,425+79.8% | $4,248+87.2% |
| Participant deferral / active EE | $7,589 | $8,044-5.7% | $7,759-2.2% | $6,531+16.2% |
| Admin fee / account holder | $18 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |