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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,057 | $154,228-56.5% | $145,433-53.9% | $137,256-51.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.43% | 74.59%-48.2pp | 66.58%-40.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $4,365 | $4,804-9.1% | $4,554-4.2% | $4,156+5.0% |
| Participant deferral / active EE | $7,668 | $8,216-6.7% | $7,897-2.9% | $6,407+19.7% |
| Admin fee / account holder | $103 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |