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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,479 | $174,379-59.0% | $152,093-53.0% | $138,895-48.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.55% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $7,322 | $4,652+57.4% | $4,175+75.4% | $4,194+74.6% |
| Participant deferral / active EE | $16,976 | $6,159+175.6% | $5,451+211.4% | $6,396+165.4% |
| Admin fee / account holder | $203 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |