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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,477 | $197,625-60.3% | $177,840-55.9% | $158,966-50.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.70% | 58.76%-39.1pp | 48.32%-28.6pp | 302.95%-283.3pp |
| Employer contribution / active EE | $2,502 | $6,698-62.7% | $5,919-57.7% | $4,762-47.5% |
| Participant deferral / active EE | $7,347 | $8,405-12.6% | $7,714-4.8% | $5,983+22.8% |
| Admin fee / account holder | $182 | $15,405-98.8% | $12,431-98.5% | $11,250-98.4% |