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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,133 | $154,228-54.5% | $145,433-51.8% | $137,256-48.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.49% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $22,661 | $4,804+371.7% | $4,554+397.6% | $4,156+445.3% |
| Participant deferral / active EE | $55,856 | $8,216+579.8% | $7,897+607.3% | $6,407+771.8% |
| Admin fee / account holder | $108 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |