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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,932 | $201,259-60.8% | $184,200-57.1% | $145,959-45.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 28.98%-11.2pp | 28.80%-11.0pp | 561.95%-544.1pp |
| Employer contribution / active EE | $4,694 | $7,018-33.1% | $6,424-26.9% | $4,661+0.7% |
| Participant deferral / active EE | $10,833 | $9,806+10.5% | $9,132+18.6% | $6,689+62.0% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |