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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,633 | $154,228-45.1% | $145,433-41.8% | $137,256-38.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.55% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,168 | $4,804-75.7% | $4,554-74.3% | $4,156-71.9% |
| Participant deferral / active EE | $4,673 | $8,216-43.1% | $7,897-40.8% | $6,407-27.1% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |