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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,725 | $77,638-12.8% | $156,551-56.7% | $62,881+7.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 20.61% | 50.33%-29.7pp | 32.23%-11.6pp | 20.14%+0.5pp |
| Employer contribution / active EE | $4,442 | $3,444+29.0% | $5,501-19.3% | $2,281+94.7% |
| Participant deferral / active EE | $3,597 | $3,046+18.1% | $4,871-26.2% | $3,203+12.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |