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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,515 | $212,386-69.6% | $199,883-67.7% | $138,895-53.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.84% | 47.75%-30.9pp | 43.81%-27.0pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,860 | $6,625-71.9% | $6,261-70.3% | $4,194-55.6% |
| Participant deferral / active EE | $10,978 | $9,617+14.2% | $9,138+20.1% | $6,396+71.6% |
| Admin fee / account holder | $160 | $18,233-99.1% | $17,268-99.1% | $12,562-98.7% |