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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,809 | $148,623-35.5% | $135,974-29.5% | $139,466-31.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.77% | 79.30%-47.5pp | 68.30%-36.5pp | 373.66%-341.9pp |
| Employer contribution / active EE | $4,029 | $5,246-23.2% | $4,859-17.1% | $4,754-15.2% |
| Participant deferral / active EE | $15,623 | $8,103+92.8% | $7,760+101.3% | $6,712+132.8% |
| Admin fee / account holder | $179 | $12,406-98.6% | $10,767-98.3% | $11,409-98.4% |