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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,943 | $114,119-29.9% | $107,187-25.4% | $138,895-42.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.99% | 273.21%-252.2pp | 204.55%-183.6pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,811 | $4,059-6.1% | $3,782+0.8% | $4,194-9.1% |
| Participant deferral / active EE | $11,823 | $5,538+113.5% | $5,096+132.0% | $6,396+84.8% |
| Admin fee / account holder | $225 | $10,024-97.8% | $9,162-97.5% | $12,562-98.2% |