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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,642 | $201,259-56.5% | $184,200-52.4% | $145,959-40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.96% | 28.98%-15.0pp | 28.80%-14.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $4,145 | $7,018-40.9% | $6,424-35.5% | $4,661-11.1% |
| Participant deferral / active EE | $14,667 | $9,806+49.6% | $9,132+60.6% | $6,689+119.3% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |