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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,330 | $154,228-56.3% | $145,433-53.7% | $137,256-50.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.20% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,699 | $4,804-2.2% | $4,554+3.2% | $4,156+13.1% |
| Participant deferral / active EE | $4,679 | $8,216-43.1% | $7,897-40.8% | $6,407-27.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |