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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,035 | $275,752-74.6% | $256,809-72.7% | $198,609-64.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 27.40% | 34.81%-7.4pp | 32.73%-5.3pp | 202.70%-175.3pp |
| Employer contribution / active EE | $4,292 | $7,721-44.4% | $7,263-40.9% | $5,055-15.1% |
| Participant deferral / active EE | $13,488 | $10,037+34.4% | $9,520+41.7% | $6,977+93.3% |
| Admin fee / account holder | $19 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |