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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,874 | $154,228-48.2% | $145,433-45.1% | $137,256-41.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.84% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,397 | $4,804-8.5% | $4,554-3.5% | $4,156+5.8% |
| Participant deferral / active EE | $7,212 | $8,216-12.2% | $7,897-8.7% | $6,407+12.6% |
| Admin fee / account holder | $87 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |