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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,122 | $154,228-60.4% | $145,433-58.0% | $137,256-55.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.59% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,114 | $4,804-14.4% | $4,554-9.7% | $4,156-1.0% |
| Participant deferral / active EE | $9,868 | $8,216+20.1% | $7,897+25.0% | $6,407+54.0% |
| Admin fee / account holder | $114 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |