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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,317 | $154,228-54.4% | $145,433-51.6% | $137,256-48.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.77% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,597 | $4,804-4.3% | $4,554+0.9% | $4,156+10.6% |
| Participant deferral / active EE | $10,223 | $8,216+24.4% | $7,897+29.5% | $6,407+59.6% |
| Admin fee / account holder | $154 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |