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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,606 | $154,228-49.7% | $145,433-46.6% | $137,256-43.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.16% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $9,270 | $4,804+93.0% | $4,554+103.5% | $4,156+123.1% |
| Participant deferral / active EE | $4,244 | $8,216-48.3% | $7,897-46.3% | $6,407-33.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |