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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,712 | $165,381-59.1% | $149,730-54.8% | $158,966-57.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.54% | 348.29%-336.7pp | 276.70%-265.2pp | 302.95%-291.4pp |
| Employer contribution / active EE | $8,425 | $5,104+65.1% | $4,645+81.4% | $4,762+76.9% |
| Participant deferral / active EE | $2,570 | $7,182-64.2% | $6,843-62.4% | $5,983-57.0% |
| Admin fee / account holder | $256 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |