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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,670 | $181,062-68.7% | $158,223-64.2% | $155,188-63.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.73% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,153 | $4,565-52.8% | $4,109-47.6% | $4,248-49.3% |
| Participant deferral / active EE | $7,726 | $6,134+25.9% | $5,467+41.3% | $6,531+18.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |