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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,717 | $156,398-58.0% | $147,318-55.4% | $138,895-52.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.54% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $4,663 | $4,853-3.9% | $4,593+1.5% | $4,194+11.2% |
| Participant deferral / active EE | $13,233 | $8,237+60.6% | $7,906+67.4% | $6,396+106.9% |
| Admin fee / account holder | $254 | $14,976-98.3% | $13,708-98.1% | $12,562-98.0% |