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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,359 | $154,228-43.4% | $145,433-39.9% | $137,256-36.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.76% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,003 | $4,804-37.5% | $4,554-34.1% | $4,156-27.8% |
| Participant deferral / active EE | $4,995 | $8,216-39.2% | $7,897-36.8% | $6,407-22.0% |
| Admin fee / account holder | $105 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |