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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,092 | $148,623-36.0% | $135,974-30.1% | $139,466-31.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.44% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.2pp |
| Employer contribution / active EE | $1,971 | $5,246-62.4% | $4,859-59.4% | $4,754-58.5% |
| Participant deferral / active EE | $2,991 | $8,103-63.1% | $7,760-61.5% | $6,712-55.4% |
| Admin fee / account holder | $60 | $12,406-99.5% | $10,767-99.4% | $11,409-99.5% |