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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,269 | $162,136-62.2% | $152,301-59.8% | $154,746-60.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.68% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.7pp |
| Employer contribution / active EE | $5,209 | $4,890+6.5% | $4,624+12.6% | $4,379+18.9% |
| Participant deferral / active EE | $5,994 | $8,341-28.1% | $8,004-25.1% | $6,730-10.9% |
| Admin fee / account holder | $125 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |