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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,178 | $154,228-59.7% | $145,433-57.2% | $137,256-54.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.35% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,528 | $4,804-5.7% | $4,554-0.6% | $4,156+9.0% |
| Participant deferral / active EE | $4,734 | $8,216-42.4% | $7,897-40.1% | $6,407-26.1% |
| Admin fee / account holder | $148 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |