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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,612 | $172,111-63.0% | $150,298-57.7% | $137,256-53.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.91% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,911 | $4,636-58.8% | $4,154-54.0% | $4,156-54.0% |
| Participant deferral / active EE | $10,522 | $6,166+70.6% | $5,453+93.0% | $6,407+64.2% |
| Admin fee / account holder | $276 | $16,471-98.3% | $14,116-98.0% | $12,270-97.8% |