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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,669 | $160,040-49.0% | $147,096-44.5% | $145,877-44.0% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 14.23% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $6,492 | $5,289+22.7% | $4,936+31.5% | $4,663+39.2% |
| Participant deferral / active EE | $11,818 | $8,429+40.2% | $8,071+46.4% | $6,691+76.6% |
| Admin fee / account holder | $59 | $15,050-99.6% | $13,005-99.5% | $13,402-99.6% |