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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,726 | $197,603-66.2% | $177,827-62.5% | $158,950-58.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.75% | 58.76%-24.0pp | 48.32%-13.6pp | 302.91%-268.2pp |
| Employer contribution / active EE | $3,277 | $6,698-51.1% | $5,918-44.6% | $4,762-31.2% |
| Participant deferral / active EE | $13,153 | $8,404+56.5% | $7,713+70.5% | $5,983+119.9% |
| Admin fee / account holder | $18 | $15,402-99.9% | $12,429-99.9% | $11,248-99.8% |