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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,346 | $174,379-63.1% | $152,093-57.7% | $138,895-53.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 31.32% | 74.86%-43.5pp | 66.36%-35.0pp | 145.39%-114.1pp |
| Employer contribution / active EE | $4,044 | $4,652-13.1% | $4,175-3.1% | $4,194-3.6% |
| Participant deferral / active EE | $7,930 | $6,159+28.8% | $5,451+45.5% | $6,396+24.0% |
| Admin fee / account holder | $228 | $16,880-98.7% | $14,497-98.4% | $12,562-98.2% |