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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,869 | $174,379-63.9% | $152,093-58.7% | $138,895-54.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.39% | 74.86%-60.5pp | 66.36%-52.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,221 | $4,652-52.3% | $4,175-46.8% | $4,194-47.0% |
| Participant deferral / active EE | $7,467 | $6,159+21.2% | $5,451+37.0% | $6,396+16.7% |
| Admin fee / account holder | $134 | $16,880-99.2% | $14,497-99.1% | $12,562-98.9% |