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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,459 | $227,291-67.2% | $214,702-65.3% | $155,188-52.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.30% | 60.08%-41.8pp | 54.55%-36.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,199 | $6,772-67.5% | $6,461-66.0% | $4,248-48.2% |
| Participant deferral / active EE | $10,204 | $9,582+6.5% | $9,147+11.6% | $6,531+56.2% |
| Admin fee / account holder | $43 | $20,413-99.8% | $19,830-99.8% | $14,480-99.7% |