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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,669 | $154,228-57.4% | $145,433-54.8% | $137,256-52.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.71% | 74.59%-41.9pp | 66.58%-33.9pp | 220.34%-187.6pp |
| Employer contribution / active EE | $4,095 | $4,804-14.8% | $4,554-10.1% | $4,156-1.5% |
| Participant deferral / active EE | $11,358 | $8,216+38.2% | $7,897+43.8% | $6,407+77.3% |
| Admin fee / account holder | $67 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |