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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,372 | $172,111-63.8% | $150,298-58.5% | $137,256-54.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.89% | 69.37%-44.5pp | 62.79%-37.9pp | 220.34%-195.4pp |
| Employer contribution / active EE | $7,937 | $4,636+71.2% | $4,154+91.1% | $4,156+91.0% |
| Participant deferral / active EE | $3,614 | $6,166-41.4% | $5,453-33.7% | $6,407-43.6% |
| Admin fee / account holder | $95 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |