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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,124 | $212,386-70.3% | $199,883-68.4% | $138,895-54.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.25% | 47.75%-29.5pp | 43.81%-25.6pp | 145.39%-127.1pp |
| Employer contribution / active EE | $6,686 | $6,625+0.9% | $6,261+6.8% | $4,194+59.4% |
| Participant deferral / active EE | $7,316 | $9,617-23.9% | $9,138-19.9% | $6,396+14.4% |
| Admin fee / account holder | $4 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |