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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,590 | $162,136-53.4% | $152,301-50.4% | $154,746-51.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.41% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $5,025 | $4,890+2.8% | $4,624+8.7% | $4,379+14.8% |
| Participant deferral / active EE | $10,636 | $8,341+27.5% | $8,004+32.9% | $6,730+58.0% |
| Admin fee / account holder | $82 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |