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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,103 | $154,228-49.4% | $145,433-46.3% | $137,256-43.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.68% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $6,894 | $4,804+43.5% | $4,554+51.4% | $4,156+65.9% |
| Participant deferral / active EE | $4,549 | $8,216-44.6% | $7,897-42.4% | $6,407-29.0% |
| Admin fee / account holder | $48 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |