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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,376 | $154,228-53.7% | $145,433-50.9% | $137,256-48.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.98% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,825 | $4,804-62.0% | $4,554-59.9% | $4,156-56.1% |
| Participant deferral / active EE | $2,767 | $8,216-66.3% | $7,897-65.0% | $6,407-56.8% |
| Admin fee / account holder | $112 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |