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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,694 | $174,379-66.3% | $152,093-61.4% | $138,895-57.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.99% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $7,321 | $4,652+57.4% | $4,175+75.4% | $4,194+74.6% |
| Participant deferral / active EE | $7,507 | $6,159+21.9% | $5,451+37.7% | $6,396+17.4% |
| Admin fee / account holder | $240 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |