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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,122 | $155,555-60.7% | $146,866-58.4% | $155,188-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.59% | 115.41%-94.8pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $4,114 | $4,647-11.5% | $4,425-7.0% | $4,248-3.2% |
| Participant deferral / active EE | $9,868 | $8,044+22.7% | $7,759+27.2% | $6,531+51.1% |
| Admin fee / account holder | $114 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |