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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,756 | $154,228-53.5% | $145,433-50.7% | $137,256-47.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,939 | $4,804-38.8% | $4,554-35.5% | $4,156-29.3% |
| Participant deferral / active EE | $16,536 | $8,216+101.3% | $7,897+109.4% | $6,407+158.1% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |