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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,754 | $154,228-50.2% | $145,433-47.2% | $137,256-44.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.30% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,878 | $4,804-19.3% | $4,554-14.8% | $4,156-6.7% |
| Participant deferral / active EE | $4,590 | $8,216-44.1% | $7,897-41.9% | $6,407-28.4% |
| Admin fee / account holder | $143 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |