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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,373 | $154,228-52.4% | $145,433-49.5% | $137,256-46.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.70% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,673 | $4,804+18.1% | $4,554+24.6% | $4,156+36.5% |
| Participant deferral / active EE | $16,618 | $8,216+102.3% | $7,897+110.4% | $6,407+159.4% |
| Admin fee / account holder | $67 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |