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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,882 | $154,228-52.7% | $145,433-49.9% | $137,256-46.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.73% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,975 | $4,804-17.3% | $4,554-12.7% | $4,156-4.3% |
| Participant deferral / active EE | $6,062 | $8,216-26.2% | $7,897-23.2% | $6,407-5.4% |
| Admin fee / account holder | $152 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |