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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,345 | $172,111-56.2% | $150,298-49.9% | $137,256-45.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.36% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,019 | $4,636+8.3% | $4,154+20.8% | $4,156+20.8% |
| Participant deferral / active EE | $9,245 | $6,166+49.9% | $5,453+69.6% | $6,407+44.3% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |