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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,298 | $172,111-65.0% | $150,298-59.9% | $137,256-56.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.40% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,184 | $4,636-52.9% | $4,154-47.4% | $4,156-47.4% |
| Participant deferral / active EE | $4,437 | $6,166-28.0% | $5,453-18.6% | $6,407-30.7% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |