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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,669 | $155,555-57.8% | $146,866-55.3% | $155,188-57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 32.71% | 115.41%-82.7pp | 102.85%-70.1pp | 148.84%-116.1pp |
| Employer contribution / active EE | $4,095 | $4,647-11.9% | $4,425-7.5% | $4,248-3.6% |
| Participant deferral / active EE | $11,358 | $8,044+41.2% | $7,759+46.4% | $6,531+73.9% |
| Admin fee / account holder | $67 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |