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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,092 | $155,555-61.4% | $146,866-59.1% | $155,188-61.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.51% | 115.41%-93.9pp | 102.85%-81.3pp | 148.84%-127.3pp |
| Employer contribution / active EE | $5,573 | $4,647+19.9% | $4,425+26.0% | $4,248+31.2% |
| Participant deferral / active EE | $10,227 | $8,044+27.1% | $7,759+31.8% | $6,531+56.6% |
| Admin fee / account holder | $117 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |