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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,156 | $181,062-69.0% | $158,223-64.5% | $155,188-63.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.12% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $7,442 | $4,565+63.0% | $4,109+81.1% | $4,248+75.2% |
| Participant deferral / active EE | $7,821 | $6,134+27.5% | $5,467+43.1% | $6,531+19.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |