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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,115 | $154,228-55.2% | $145,433-52.5% | $137,256-49.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.49% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,472 | $4,804-69.4% | $4,554-67.7% | $4,156-64.6% |
| Participant deferral / active EE | $18,525 | $8,216+125.5% | $7,897+134.6% | $6,407+189.1% |
| Admin fee / account holder | $123 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |