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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,396 | $165,361-53.8% | $149,715-49.0% | $158,950-51.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.25% | 348.24%-325.0pp | 276.66%-253.4pp | 302.91%-279.7pp |
| Employer contribution / active EE | $5,476 | $5,103+7.3% | $4,645+17.9% | $4,762+15.0% |
| Participant deferral / active EE | $14,086 | $7,182+96.1% | $6,842+105.9% | $5,983+135.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |