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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,669 | $156,398-58.0% | $147,318-55.4% | $138,895-52.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 32.71% | 78.75%-46.0pp | 70.43%-37.7pp | 145.39%-112.7pp |
| Employer contribution / active EE | $4,095 | $4,853-15.6% | $4,593-10.8% | $4,194-2.4% |
| Participant deferral / active EE | $11,358 | $8,237+37.9% | $7,906+43.7% | $6,396+77.6% |
| Admin fee / account holder | $67 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |