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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,256 | $155,555-56.1% | $146,866-53.5% | $155,188-56.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.76% | 115.41%-93.7pp | 102.85%-81.1pp | 148.84%-127.1pp |
| Employer contribution / active EE | $6,338 | $4,647+36.4% | $4,425+43.2% | $4,248+49.2% |
| Participant deferral / active EE | $14,549 | $8,044+80.9% | $7,759+87.5% | $6,531+122.8% |
| Admin fee / account holder | $66 | $14,755-99.6% | $13,620-99.5% | $14,480-99.5% |