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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,688 | $154,228-42.5% | $145,433-39.0% | $137,256-35.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.02% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,651 | $4,804-65.6% | $4,554-63.8% | $4,156-60.3% |
| Participant deferral / active EE | $4,463 | $8,216-45.7% | $7,897-43.5% | $6,407-30.3% |
| Admin fee / account holder | $252 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |