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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,258 | $154,228-59.6% | $145,433-57.2% | $137,256-54.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,950 | $4,804-38.6% | $4,554-35.2% | $4,156-29.0% |
| Participant deferral / active EE | $11,131 | $8,216+35.5% | $7,897+41.0% | $6,407+73.7% |
| Admin fee / account holder | $191 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |