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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,023 | $165,381-43.1% | $149,730-37.2% | $158,966-40.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.85% | 348.29%-332.4pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $3,060 | $5,104-40.1% | $4,645-34.1% | $4,762-35.8% |
| Participant deferral / active EE | $9,653 | $7,182+34.4% | $6,843+41.1% | $5,983+61.3% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |