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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,951 | $78,707-1.0% | $117,861-33.9% | $70,126+11.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.37% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $5,629 | $2,223+153.2% | $3,786+48.7% | $2,343+140.3% |
| Participant deferral / active EE | $5,027 | $3,297+52.5% | $4,482+12.2% | $3,332+50.9% |
| Admin fee / account holder | $174 | $5,066-96.6% | $8,021-97.8% | $4,645-96.3% |