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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,182 | $197,625-65.0% | $177,840-61.1% | $158,966-56.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.69% | 58.76%-43.1pp | 48.32%-32.6pp | 302.95%-287.3pp |
| Employer contribution / active EE | $3,531 | $6,698-47.3% | $5,919-40.3% | $4,762-25.9% |
| Participant deferral / active EE | $26,378 | $8,405+213.8% | $7,714+242.0% | $5,983+340.9% |
| Admin fee / account holder | $94 | $15,405-99.4% | $12,431-99.2% | $11,250-99.2% |