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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,372 | $185,312-66.3% | $161,489-61.4% | $154,746-59.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 24.89% | 103.84%-78.9pp | 89.72%-64.8pp | 172.34%-147.4pp |
| Employer contribution / active EE | $7,937 | $4,769+66.4% | $4,268+86.0% | $4,379+81.2% |
| Participant deferral / active EE | $3,614 | $6,350-43.1% | $5,630-35.8% | $6,730-46.3% |
| Admin fee / account holder | $95 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |