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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,809 | $154,228-62.5% | $145,433-60.3% | $137,256-57.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.50% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,479 | $4,804-69.2% | $4,554-67.5% | $4,156-64.4% |
| Participant deferral / active EE | $10,245 | $8,216+24.7% | $7,897+29.7% | $6,407+59.9% |
| Admin fee / account holder | $13 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |