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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,071 | $185,312-55.7% | $161,489-49.2% | $154,746-47.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.59% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $4,365 | $4,769-8.5% | $4,268+2.3% | $4,379-0.3% |
| Participant deferral / active EE | $2,863 | $6,350-54.9% | $5,630-49.2% | $6,730-57.5% |
| Admin fee / account holder | $131 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |