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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,998 | $154,228-61.1% | $145,433-58.7% | $137,256-56.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.87% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,390 | $4,804-8.6% | $4,554-3.6% | $4,156+5.6% |
| Participant deferral / active EE | $7,299 | $8,216-11.2% | $7,897-7.6% | $6,407+13.9% |
| Admin fee / account holder | $127 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |