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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,694 | $181,062-67.6% | $158,223-62.9% | $155,188-62.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.99% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $7,321 | $4,565+60.4% | $4,109+78.2% | $4,248+72.4% |
| Participant deferral / active EE | $7,507 | $6,134+22.4% | $5,467+37.3% | $6,531+14.9% |
| Admin fee / account holder | $240 | $18,825-98.7% | $16,047-98.5% | $14,480-98.3% |