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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,512 | $154,228-56.2% | $145,433-53.6% | $137,256-50.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.55% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,215 | $4,804-74.7% | $4,554-73.3% | $4,156-70.8% |
| Participant deferral / active EE | $8,142 | $8,216-0.9% | $7,897+3.1% | $6,407+27.1% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |