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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,719 | $185,312-59.1% | $161,489-53.1% | $154,746-51.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.09% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,297 | $4,769-51.8% | $4,268-46.2% | $4,379-47.6% |
| Participant deferral / active EE | $3,582 | $6,350-43.6% | $5,630-36.4% | $6,730-46.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |