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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,724 | $172,111-64.1% | $150,298-58.9% | $137,256-55.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.66% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,664 | $4,636-64.1% | $4,154-59.9% | $4,156-60.0% |
| Participant deferral / active EE | $11,874 | $6,166+92.6% | $5,453+117.8% | $6,407+85.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |