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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,877 | $174,379-63.9% | $152,093-58.7% | $138,895-54.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.96% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,285 | $4,652-50.9% | $4,175-45.3% | $4,194-45.5% |
| Participant deferral / active EE | $6,200 | $6,159+0.7% | $5,451+13.7% | $6,396-3.1% |
| Admin fee / account holder | $159 | $16,880-99.1% | $14,497-98.9% | $12,562-98.7% |