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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,693 | $154,228-54.8% | $145,433-52.1% | $137,256-49.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.64% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $7,173 | $4,804+49.3% | $4,554+57.5% | $4,156+72.6% |
| Participant deferral / active EE | $16,288 | $8,216+98.2% | $7,897+106.2% | $6,407+154.2% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |