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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,518 | $227,399-28.5% | $189,758-14.4% | $198,609-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.79% | 61.03%-43.2pp | 52.62%-34.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,204 | $5,526-60.1% | $4,767-53.8% | $5,055-56.4% |
| Participant deferral / active EE | $9,640 | $6,837+41.0% | $5,856+64.6% | $6,977+38.2% |
| Admin fee / account holder | $12 | $25,162-100.0% | $20,388-99.9% | $19,030-99.9% |