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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,985 | $172,111-54.1% | $150,298-47.4% | $137,256-42.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.64% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,721 | $4,636+1.8% | $4,154+13.6% | $4,156+13.6% |
| Participant deferral / active EE | $7,769 | $6,166+26.0% | $5,453+42.5% | $6,407+21.3% |
| Admin fee / account holder | $140 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |