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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,115 | $154,228-53.2% | $145,433-50.4% | $137,256-47.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.97% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,721 | $4,804-64.2% | $4,554-62.2% | $4,156-58.6% |
| Participant deferral / active EE | $6,496 | $8,216-20.9% | $7,897-17.7% | $6,407+1.4% |
| Admin fee / account holder | $51 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |