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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,153 | $154,228-51.3% | $145,433-48.3% | $137,256-45.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.41% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,311 | $4,804-10.3% | $4,554-5.3% | $4,156+3.7% |
| Participant deferral / active EE | $12,950 | $8,216+57.6% | $7,897+64.0% | $6,407+102.1% |
| Admin fee / account holder | $75 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |