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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,966 | $172,111-60.5% | $150,298-54.8% | $137,256-50.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.79% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,453 | $4,636-47.1% | $4,154-40.9% | $4,156-41.0% |
| Participant deferral / active EE | $7,189 | $6,166+16.6% | $5,453+31.9% | $6,407+12.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |