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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,324 | $183,539-56.2% | $155,556-48.4% | $145,897-44.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.20% | 61.31%-41.1pp | 64.84%-44.6pp | 552.29%-532.1pp |
| Employer contribution / active EE | $5,660 | $5,315+6.5% | $4,675+21.1% | $4,663+21.4% |
| Participant deferral / active EE | $6,797 | $6,467+5.1% | $5,631+20.7% | $6,689+1.6% |
| Admin fee / account holder | $239 | $19,275-98.8% | $15,885-98.5% | $13,390-98.2% |