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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,890 | $181,062-58.6% | $158,223-52.7% | $155,188-51.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.43% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $4,418 | $4,565-3.2% | $4,109+7.5% | $4,248+4.0% |
| Participant deferral / active EE | $13,120 | $6,134+113.9% | $5,467+140.0% | $6,531+100.9% |
| Admin fee / account holder | $145 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |