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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,346 | $181,062-64.5% | $158,223-59.3% | $155,188-58.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 31.32% | 57.39%-26.1pp | 52.09%-20.8pp | 148.84%-117.5pp |
| Employer contribution / active EE | $4,044 | $4,565-11.4% | $4,109-1.6% | $4,248-4.8% |
| Participant deferral / active EE | $7,930 | $6,134+29.3% | $5,467+45.1% | $6,531+21.4% |
| Admin fee / account holder | $228 | $18,825-98.8% | $16,047-98.6% | $14,480-98.4% |