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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,099 | $162,136-55.5% | $152,301-52.7% | $154,746-53.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 28.50% | 91.02%-62.5pp | 80.50%-52.0pp | 172.34%-143.8pp |
| Employer contribution / active EE | $5,145 | $4,890+5.2% | $4,624+11.3% | $4,379+17.5% |
| Participant deferral / active EE | $21,674 | $8,341+159.9% | $8,004+170.8% | $6,730+222.0% |
| Admin fee / account holder | $81 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |