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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,823 | $178,174-61.9% | $156,181-56.6% | $137,256-50.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.93% | 84.19%-60.3pp | 64.87%-40.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $4,100 | $4,972-17.5% | $4,294-4.5% | $4,156-1.3% |
| Participant deferral / active EE | $13,185 | $6,888+91.4% | $6,132+115.0% | $6,407+105.8% |
| Admin fee / account holder | $292 | $17,404-98.3% | $14,586-98.0% | $12,270-97.6% |