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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,496 | $154,228-55.6% | $145,433-52.9% | $137,256-50.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.26% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $932 | $4,804-80.6% | $4,554-79.5% | $4,156-77.6% |
| Participant deferral / active EE | $6,467 | $8,216-21.3% | $7,897-18.1% | $6,407+0.9% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |