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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,466 | $178,174-49.8% | $156,181-42.7% | $137,256-34.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.94% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,973 | $4,972-40.2% | $4,294-30.8% | $4,156-28.5% |
| Participant deferral / active EE | $5,258 | $6,888-23.7% | $6,132-14.3% | $6,407-17.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |