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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,771 | $100,139-4.4% | $85,187+12.4% | $145,884-34.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.56% | 84.15%-73.6pp | 66.67%-56.1pp | 551.85%-541.3pp |
| Employer contribution / active EE | $4,151 | $3,238+28.2% | $2,732+51.9% | $4,662-11.0% |
| Participant deferral / active EE | $13,239 | $5,296+150.0% | $4,525+192.6% | $6,690+97.9% |
| Admin fee / account holder | $137 | $7,262-98.1% | $6,162-97.8% | $13,392-99.0% |