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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,823 | $154,228-51.5% | $145,433-48.6% | $137,256-45.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.04% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,335 | $4,804-51.4% | $4,554-48.7% | $4,156-43.8% |
| Participant deferral / active EE | $3,769 | $8,216-54.1% | $7,897-52.3% | $6,407-41.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |