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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,500 | $172,111-63.1% | $150,298-57.8% | $137,256-53.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.07% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,679 | $4,636+0.9% | $4,154+12.6% | $4,156+12.6% |
| Participant deferral / active EE | $7,179 | $6,166+16.4% | $5,453+31.7% | $6,407+12.1% |
| Admin fee / account holder | $130 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |