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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,642 | $201,372-56.5% | $184,260-52.4% | $145,884-39.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.96% | 29.04%-15.1pp | 28.84%-14.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $4,145 | $7,024-41.0% | $6,427-35.5% | $4,662-11.1% |
| Participant deferral / active EE | $14,667 | $9,808+49.5% | $9,133+60.6% | $6,690+119.2% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |