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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,644 | $157,296-53.8% | $141,191-48.5% | $152,897-52.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 23.72% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $3,001 | $5,262-43.0% | $4,736-36.6% | $4,764-37.0% |
| Participant deferral / active EE | $7,414 | $7,111+4.3% | $6,710+10.5% | $5,851+26.7% |
| Admin fee / account holder | $25 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |