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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,540 | $108,882-27.9% | $96,754-18.8% | $154,746-49.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.98% | 98.39%-82.4pp | 82.04%-66.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $5,992 | $3,018+98.5% | $2,679+123.6% | $4,379+36.8% |
| Participant deferral / active EE | $3,725 | $5,323-30.0% | $4,758-21.7% | $6,730-44.7% |
| Admin fee / account holder | $172 | $10,200-98.3% | $8,905-98.1% | $14,365-98.8% |