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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,768 | $227,597-17.5% | $189,575-1.0% | $167,536+12.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.64% | 78.44%-62.8pp | 64.19%-48.6pp | 478.82%-463.2pp |
| Employer contribution / active EE | $3,279 | $5,316-38.3% | $4,412-25.7% | $4,839-32.2% |
| Participant deferral / active EE | $14,574 | $7,002+108.1% | $6,174+136.1% | $6,342+129.8% |
| Admin fee / account holder | $4 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |