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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,386 | $154,228-57.6% | $145,433-55.0% | $137,256-52.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.35% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,980 | $4,804-17.1% | $4,554-12.6% | $4,156-4.2% |
| Participant deferral / active EE | $8,752 | $8,216+6.5% | $7,897+10.8% | $6,407+36.6% |
| Admin fee / account holder | $65 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |