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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,587 | $102,609-32.2% | $98,090-29.1% | $138,895-49.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 46.15% | 36.44%+9.7pp | 37.05%+9.1pp | 145.39%-99.2pp |
| Employer contribution / active EE | $6,936 | $3,867+79.4% | $3,606+92.3% | $4,194+65.4% |
| Participant deferral / active EE | $19,367 | $8,167+137.1% | $7,845+146.9% | $6,396+202.8% |
| Admin fee / account holder | $68 | $11,434-99.4% | $11,815-99.4% | $12,562-99.5% |