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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,956 | $155,555-52.5% | $146,866-49.6% | $155,188-52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 29.98% | 115.41%-85.4pp | 102.85%-72.9pp | 148.84%-118.9pp |
| Employer contribution / active EE | $5,155 | $4,647+10.9% | $4,425+16.5% | $4,248+21.4% |
| Participant deferral / active EE | $13,738 | $8,044+70.8% | $7,759+77.1% | $6,531+110.3% |
| Admin fee / account holder | $75 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |