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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,592 | $181,062-69.3% | $158,223-64.9% | $155,188-64.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.87% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-129.0pp |
| Employer contribution / active EE | $4,658 | $4,565+2.0% | $4,109+13.4% | $4,248+9.7% |
| Participant deferral / active EE | $5,636 | $6,134-8.1% | $5,467+3.1% | $6,531-13.7% |
| Admin fee / account holder | $114 | $18,825-99.4% | $16,047-99.3% | $14,480-99.2% |