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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,515 | $185,312-54.9% | $161,489-48.3% | $154,746-46.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.15% | 103.84%-81.7pp | 89.72%-67.6pp | 172.34%-150.2pp |
| Employer contribution / active EE | $5,578 | $4,769+17.0% | $4,268+30.7% | $4,379+27.4% |
| Participant deferral / active EE | $28,335 | $6,350+346.2% | $5,630+403.3% | $6,730+321.0% |
| Admin fee / account holder | $169 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |