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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,424 | $154,228-56.3% | $145,433-53.6% | $137,256-50.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.40% | 74.59%-44.2pp | 66.58%-36.2pp | 220.34%-189.9pp |
| Employer contribution / active EE | $2,690 | $4,804-44.0% | $4,554-40.9% | $4,156-35.3% |
| Participant deferral / active EE | $14,562 | $8,216+77.2% | $7,897+84.4% | $6,407+127.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |