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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,602 | $185,312-66.8% | $161,489-61.9% | $154,746-60.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.63% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,168 | $4,769-54.5% | $4,268-49.2% | $4,379-50.5% |
| Participant deferral / active EE | $5,913 | $6,350-6.9% | $5,630+5.0% | $6,730-12.1% |
| Admin fee / account holder | $72 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |