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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,260 | $212,386-66.4% | $199,883-64.3% | $138,895-48.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.22% | 47.75%-25.5pp | 43.81%-21.6pp | 145.39%-123.2pp |
| Employer contribution / active EE | $4,166 | $6,625-37.1% | $6,261-33.5% | $4,194-0.7% |
| Participant deferral / active EE | $9,843 | $9,617+2.3% | $9,138+7.7% | $6,396+53.9% |
| Admin fee / account holder | $187 | $18,233-99.0% | $17,268-98.9% | $12,562-98.5% |