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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,491 | $154,228-51.7% | $145,433-48.8% | $137,256-45.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.68% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,209 | $4,804-54.0% | $4,554-51.5% | $4,156-46.8% |
| Participant deferral / active EE | $10,279 | $8,216+25.1% | $7,897+30.2% | $6,407+60.4% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |