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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,643 | $181,062-70.4% | $158,223-66.1% | $155,188-65.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.70% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,691 | $4,565-41.1% | $4,109-34.5% | $4,248-36.7% |
| Participant deferral / active EE | $7,127 | $6,134+16.2% | $5,467+30.4% | $6,531+9.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |