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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,727 | $155,555-48.1% | $146,866-45.0% | $155,188-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.01% | 115.41%-96.4pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $5,593 | $4,647+20.4% | $4,425+26.4% | $4,248+31.7% |
| Participant deferral / active EE | $10,947 | $8,044+36.1% | $7,759+41.1% | $6,531+67.6% |
| Admin fee / account holder | $85 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |