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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,514 | $165,361-61.0% | $149,715-56.9% | $158,950-59.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.15% | 348.24%-324.1pp | 276.66%-252.5pp | 302.91%-278.8pp |
| Employer contribution / active EE | $6,642 | $5,103+30.2% | $4,645+43.0% | $4,762+39.5% |
| Participant deferral / active EE | $5,235 | $7,182-27.1% | $6,842-23.5% | $5,983-12.5% |
| Admin fee / account holder | $158 | $10,808-98.5% | $9,310-98.3% | $11,248-98.6% |