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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,330 | $181,062-65.6% | $158,223-60.6% | $155,188-59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 26.20% | 57.39%-31.2pp | 52.09%-25.9pp | 148.84%-122.6pp |
| Employer contribution / active EE | $9,263 | $4,565+102.9% | $4,109+125.4% | $4,248+118.1% |
| Participant deferral / active EE | $6,492 | $6,134+5.8% | $5,467+18.8% | $6,531-0.6% |
| Admin fee / account holder | $65 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |