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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,848 | $156,398-61.7% | $147,318-59.4% | $138,895-56.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.42% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $3,164 | $4,853-34.8% | $4,593-31.1% | $4,194-24.6% |
| Participant deferral / active EE | $3,629 | $8,237-55.9% | $7,906-54.1% | $6,396-43.3% |
| Admin fee / account holder | $71 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |