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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,489 | $172,111-63.1% | $150,298-57.8% | $137,256-53.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.80% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,475 | $4,636-68.2% | $4,154-64.5% | $4,156-64.5% |
| Participant deferral / active EE | $4,404 | $6,166-28.6% | $5,453-19.2% | $6,407-31.3% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |