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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,459 | $223,823-66.7% | $211,142-64.7% | $154,746-51.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.30% | 50.39%-32.1pp | 46.84%-28.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,199 | $6,787-67.6% | $6,442-65.9% | $4,379-49.8% |
| Participant deferral / active EE | $10,204 | $9,750+4.6% | $9,284+9.9% | $6,730+51.6% |
| Admin fee / account holder | $43 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |