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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,684 | $154,228-51.6% | $145,433-48.6% | $137,256-45.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,749 | $4,804-22.0% | $4,554-17.7% | $4,156-9.8% |
| Participant deferral / active EE | $13,340 | $8,216+62.4% | $7,897+68.9% | $6,407+108.2% |
| Admin fee / account holder | $67 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |