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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,801 | $183,516-51.1% | $155,534-42.3% | $145,884-38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,525 | $5,315-52.5% | $4,675-46.0% | $4,662-45.8% |
| Participant deferral / active EE | $9,895 | $6,467+53.0% | $5,630+75.8% | $6,690+47.9% |
| Admin fee / account holder | $98 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |