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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,124 | $227,291-72.2% | $214,702-70.6% | $155,188-59.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.25% | 60.08%-41.8pp | 54.55%-36.3pp | 148.84%-130.6pp |
| Employer contribution / active EE | $6,686 | $6,772-1.3% | $6,461+3.5% | $4,248+57.4% |
| Participant deferral / active EE | $7,316 | $9,582-23.6% | $9,147-20.0% | $6,531+12.0% |
| Admin fee / account holder | $4 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |