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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,735 | $154,228-56.1% | $145,433-53.4% | $137,256-50.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.91% | 74.59%-41.7pp | 66.58%-33.7pp | 220.34%-187.4pp |
| Employer contribution / active EE | $8,027 | $4,804+67.1% | $4,554+76.3% | $4,156+93.1% |
| Participant deferral / active EE | $20,767 | $8,216+152.7% | $7,897+163.0% | $6,407+224.1% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |