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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,874 | $154,228-61.8% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.95% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $7,713 | $4,804+60.5% | $4,554+69.3% | $4,156+85.6% |
| Participant deferral / active EE | $3,154 | $8,216-61.6% | $7,897-60.1% | $6,407-50.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |