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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,678 | $154,228-51.6% | $145,433-48.7% | $137,256-45.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.97% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $6,651 | $4,804+38.5% | $4,554+46.0% | $4,156+60.0% |
| Participant deferral / active EE | $24,251 | $8,216+195.1% | $7,897+207.1% | $6,407+278.5% |
| Admin fee / account holder | $161 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |