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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,735 | $162,136-58.2% | $152,301-55.5% | $154,746-56.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 32.91% | 91.02%-58.1pp | 80.50%-47.6pp | 172.34%-139.4pp |
| Employer contribution / active EE | $8,027 | $4,890+64.1% | $4,624+73.6% | $4,379+83.3% |
| Participant deferral / active EE | $20,767 | $8,341+149.0% | $8,004+159.5% | $6,730+208.6% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |