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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,035 | $223,823-68.7% | $211,142-66.8% | $154,746-54.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 27.40% | 50.39%-23.0pp | 46.84%-19.4pp | 172.34%-144.9pp |
| Employer contribution / active EE | $4,292 | $6,787-36.8% | $6,442-33.4% | $4,379-2.0% |
| Participant deferral / active EE | $13,488 | $9,750+38.3% | $9,284+45.3% | $6,730+100.4% |
| Admin fee / account holder | $19 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |