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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,719 | $185,312-57.5% | $161,489-51.3% | $154,746-49.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.62% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $6,763 | $4,769+41.8% | $4,268+58.4% | $4,379+54.4% |
| Participant deferral / active EE | $6,680 | $6,350+5.2% | $5,630+18.7% | $6,730-0.7% |
| Admin fee / account holder | $2 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |