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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,103 | $162,136-51.8% | $152,301-48.7% | $154,746-49.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.68% | 91.02%-67.3pp | 80.50%-56.8pp | 172.34%-148.7pp |
| Employer contribution / active EE | $6,894 | $4,890+41.0% | $4,624+49.1% | $4,379+57.4% |
| Participant deferral / active EE | $4,549 | $8,341-45.5% | $8,004-43.2% | $6,730-32.4% |
| Admin fee / account holder | $48 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |