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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,746 | $97,125-18.9% | $86,233-8.7% | $137,256-42.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.82% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,034 | $2,841+6.8% | $2,504+21.2% | $4,156-27.0% |
| Participant deferral / active EE | $8,756 | $5,180+69.0% | $4,559+92.0% | $6,407+36.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |