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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,587 | $107,666-35.4% | $102,184-31.9% | $154,746-55.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 46.15% | 29.33%+16.8pp | 31.58%+14.6pp | 172.34%-126.2pp |
| Employer contribution / active EE | $6,936 | $3,846+80.3% | $3,594+93.0% | $4,379+58.4% |
| Participant deferral / active EE | $19,367 | $8,719+122.1% | $8,309+133.1% | $6,730+187.8% |
| Admin fee / account holder | $68 | $12,943-99.5% | $11,609-99.4% | $14,365-99.5% |