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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,680 | $228,317-72.1% | $185,808-65.7% | $158,931-59.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.43% | 40.81%-9.4pp | 35.95%-4.5pp | 302.86%-271.4pp |
| Employer contribution / active EE | $4,188 | $4,964-15.6% | $4,086+2.5% | $4,761-12.0% |
| Participant deferral / active EE | $4,044 | $6,415-37.0% | $5,632-28.2% | $5,982-32.4% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |