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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,515 | $181,062-53.9% | $158,223-47.2% | $155,188-46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.15% | 57.39%-35.2pp | 52.09%-29.9pp | 148.84%-126.7pp |
| Employer contribution / active EE | $5,578 | $4,565+22.2% | $4,109+35.7% | $4,248+31.3% |
| Participant deferral / active EE | $28,335 | $6,134+361.9% | $5,467+418.3% | $6,531+333.8% |
| Admin fee / account holder | $169 | $18,825-99.1% | $16,047-98.9% | $14,480-98.8% |