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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,578 | $162,136-60.2% | $152,301-57.6% | $154,746-58.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.59% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,178 | $4,890-35.0% | $4,624-31.3% | $4,379-27.4% |
| Participant deferral / active EE | $14,064 | $8,341+68.6% | $8,004+75.7% | $6,730+109.0% |
| Admin fee / account holder | $33 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |