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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,869 | $181,062-65.3% | $158,223-60.3% | $155,188-59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.39% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,221 | $4,565-51.3% | $4,109-45.9% | $4,248-47.7% |
| Participant deferral / active EE | $7,467 | $6,134+21.7% | $5,467+36.6% | $6,531+14.3% |
| Admin fee / account holder | $134 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |