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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,654 | $172,111-61.9% | $150,298-56.3% | $137,256-52.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.79% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,530 | $4,636-2.3% | $4,154+9.0% | $4,156+9.0% |
| Participant deferral / active EE | $5,419 | $6,166-12.1% | $5,453-0.6% | $6,407-15.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |