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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,891 | $183,627-59.2% | $155,602-51.9% | $145,978-48.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.17% | 61.32%-47.1pp | 64.81%-50.6pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,304 | $5,316-75.5% | $4,675-72.1% | $4,662-72.0% |
| Participant deferral / active EE | $8,429 | $6,466+30.4% | $5,629+49.7% | $6,690+26.0% |
| Admin fee / account holder | $149 | $19,327-99.2% | $15,923-99.1% | $13,400-98.9% |