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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,814 | $165,361-53.5% | $149,715-48.7% | $158,950-51.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.79% | 348.24%-323.5pp | 276.66%-251.9pp | 302.91%-278.1pp |
| Employer contribution / active EE | $2,885 | $5,103-43.5% | $4,645-37.9% | $4,762-39.4% |
| Participant deferral / active EE | $8,327 | $7,182+15.9% | $6,842+21.7% | $5,983+39.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |