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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,583 | $185,312-65.7% | $161,489-60.6% | $154,746-58.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.35% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,679 | $4,769-64.8% | $4,268-60.7% | $4,379-61.7% |
| Participant deferral / active EE | $3,612 | $6,350-43.1% | $5,630-35.8% | $6,730-46.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |