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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,772 | $154,228-50.2% | $145,433-47.2% | $137,256-44.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.18% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $14,623 | $4,804+204.4% | $4,554+221.1% | $4,156+251.9% |
| Participant deferral / active EE | $10,665 | $8,216+29.8% | $7,897+35.0% | $6,407+66.5% |
| Admin fee / account holder | $96 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |