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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,654 | $185,312-64.6% | $161,489-59.3% | $154,746-57.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.79% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $4,530 | $4,769-5.0% | $4,268+6.1% | $4,379+3.4% |
| Participant deferral / active EE | $5,419 | $6,350-14.7% | $5,630-3.7% | $6,730-19.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |