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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,453 | $155,555-47.0% | $146,866-43.9% | $155,188-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 64.64% | 115.41%-50.8pp | 102.85%-38.2pp | 148.84%-84.2pp |
| Employer contribution / active EE | $3,734 | $4,647-19.6% | $4,425-15.6% | $4,248-12.1% |
| Participant deferral / active EE | $10,762 | $8,044+33.8% | $7,759+38.7% | $6,531+64.8% |
| Admin fee / account holder | $145 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |