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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,372 | $227,399-72.6% | $189,758-67.1% | $198,609-68.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.89% | 61.03%-36.1pp | 52.62%-27.7pp | 202.70%-177.8pp |
| Employer contribution / active EE | $7,937 | $5,526+43.6% | $4,767+66.5% | $5,055+57.0% |
| Participant deferral / active EE | $3,614 | $6,837-47.1% | $5,856-38.3% | $6,977-48.2% |
| Admin fee / account holder | $95 | $25,162-99.6% | $20,388-99.5% | $19,030-99.5% |