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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,648 | $185,312-64.6% | $161,489-59.3% | $154,746-57.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.17% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $7,486 | $4,769+57.0% | $4,268+75.4% | $4,379+70.9% |
| Participant deferral / active EE | $5,452 | $6,350-14.1% | $5,630-3.2% | $6,730-19.0% |
| Admin fee / account holder | $149 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |