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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,395 | $181,062-58.4% | $158,223-52.3% | $155,188-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.03% | 57.39%-34.4pp | 52.09%-29.1pp | 148.84%-125.8pp |
| Employer contribution / active EE | $14,913 | $4,565+226.7% | $4,109+263.0% | $4,248+251.1% |
| Participant deferral / active EE | $7,647 | $6,134+24.7% | $5,467+39.9% | $6,531+17.1% |
| Admin fee / account holder | $89 | $18,825-99.5% | $16,047-99.4% | $14,480-99.4% |