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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,150 | $154,228-56.5% | $145,433-53.8% | $137,256-51.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.29% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,153 | $4,804-76.0% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $6,646 | $8,216-19.1% | $7,897-15.9% | $6,407+3.7% |
| Admin fee / account holder | $154 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |