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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,895 | $154,228-55.3% | $145,433-52.6% | $137,256-49.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.24% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $4,175 | $4,804-13.1% | $4,554-8.3% | $4,156+0.4% |
| Participant deferral / active EE | $16,031 | $8,216+95.1% | $7,897+103.0% | $6,407+150.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |