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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,533 | $162,136-59.0% | $152,301-56.3% | $154,746-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.85% | 91.02%-67.2pp | 80.50%-56.6pp | 172.34%-148.5pp |
| Employer contribution / active EE | $4,266 | $4,890-12.8% | $4,624-7.8% | $4,379-2.6% |
| Participant deferral / active EE | $15,147 | $8,341+81.6% | $8,004+89.2% | $6,730+125.1% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |