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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,802 | $155,555-53.2% | $146,866-50.4% | $155,188-53.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.91% | 115.41%-91.5pp | 102.85%-78.9pp | 148.84%-124.9pp |
| Employer contribution / active EE | $7,099 | $4,647+52.8% | $4,425+60.5% | $4,248+67.1% |
| Participant deferral / active EE | $19,553 | $8,044+143.1% | $7,759+152.0% | $6,531+199.4% |
| Admin fee / account holder | $81 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |