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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,401 | $181,062-61.1% | $158,223-55.5% | $155,188-54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.50% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,699 | $4,565-62.8% | $4,109-58.7% | $4,248-60.0% |
| Participant deferral / active EE | $8,042 | $6,134+31.1% | $5,467+47.1% | $6,531+23.1% |
| Admin fee / account holder | $154 | $18,825-99.2% | $16,047-99.0% | $14,480-98.9% |