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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,063 | $172,111-66.8% | $150,298-62.0% | $137,256-58.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.32% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,108 | $4,636-11.4% | $4,154-1.1% | $4,156-1.2% |
| Participant deferral / active EE | $17,769 | $6,166+188.2% | $5,453+225.9% | $6,407+177.3% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |