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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,746 | $99,053-20.5% | $88,179-10.7% | $138,895-43.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 21.82% | 78.17%-56.3pp | 64.97%-43.1pp | 145.39%-123.6pp |
| Employer contribution / active EE | $3,034 | $2,882+5.3% | $2,549+19.0% | $4,194-27.7% |
| Participant deferral / active EE | $8,756 | $5,225+67.6% | $4,614+89.8% | $6,396+36.9% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |