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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,848 | $154,228-61.2% | $145,433-58.8% | $137,256-56.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.42% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,164 | $4,804-34.1% | $4,554-30.5% | $4,156-23.9% |
| Participant deferral / active EE | $3,629 | $8,216-55.8% | $7,897-54.1% | $6,407-43.4% |
| Admin fee / account holder | $71 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |