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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,796 | $154,228-51.5% | $145,433-48.6% | $137,256-45.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.31% | 74.59%-41.3pp | 66.58%-33.3pp | 220.34%-187.0pp |
| Employer contribution / active EE | $3,065 | $4,804-36.2% | $4,554-32.7% | $4,156-26.3% |
| Participant deferral / active EE | $7,206 | $8,216-12.3% | $7,897-8.8% | $6,407+12.5% |
| Admin fee / account holder | $80 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |