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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,873 | $185,312-66.1% | $161,489-61.1% | $154,746-59.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.48% | 103.84%-90.4pp | 89.72%-76.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,494 | $4,769-68.7% | $4,268-65.0% | $4,379-65.9% |
| Participant deferral / active EE | $11,160 | $6,350+75.8% | $5,630+98.2% | $6,730+65.8% |
| Admin fee / account holder | $170 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |