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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,503 | $181,062-68.8% | $158,223-64.3% | $155,188-63.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.94% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $3,058 | $4,565-33.0% | $4,109-25.6% | $4,248-28.0% |
| Participant deferral / active EE | $14,882 | $6,134+142.6% | $5,467+172.2% | $6,531+127.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |