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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,537 | $154,228-57.5% | $145,433-54.9% | $137,256-52.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.43% | 74.59%-52.2pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,908 | $4,804-39.5% | $4,554-36.2% | $4,156-30.0% |
| Participant deferral / active EE | $15,343 | $8,216+86.7% | $7,897+94.3% | $6,407+139.5% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |