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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,233 | $197,625-65.5% | $177,840-61.6% | $158,966-57.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.82% | 58.76%-24.9pp | 48.32%-14.5pp | 302.95%-269.1pp |
| Employer contribution / active EE | $6,054 | $6,698-9.6% | $5,919+2.3% | $4,762+27.1% |
| Participant deferral / active EE | $10,685 | $8,405+27.1% | $7,714+38.5% | $5,983+78.6% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |