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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,819 | $155,555-60.9% | $146,866-58.6% | $155,188-60.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 25.26% | 115.41%-90.2pp | 102.85%-77.6pp | 148.84%-123.6pp |
| Employer contribution / active EE | $5,394 | $4,647+16.1% | $4,425+21.9% | $4,248+27.0% |
| Participant deferral / active EE | $14,035 | $8,044+74.5% | $7,759+80.9% | $6,531+114.9% |
| Admin fee / account holder | $114 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |