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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,620 | $174,379-65.2% | $152,093-60.1% | $138,895-56.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 43.55% | 74.86%-31.3pp | 66.36%-22.8pp | 145.39%-101.8pp |
| Employer contribution / active EE | $5,815 | $4,652+25.0% | $4,175+39.3% | $4,194+38.6% |
| Participant deferral / active EE | $4,770 | $6,159-22.5% | $5,451-12.5% | $6,396-25.4% |
| Admin fee / account holder | $125 | $16,880-99.3% | $14,497-99.1% | $12,562-99.0% |