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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,301 | $183,592-56.3% | $155,574-48.4% | $145,877-45.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.92% | 61.37%-48.5pp | 64.87%-51.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,672 | $5,317-30.9% | $4,676-21.5% | $4,663-21.2% |
| Participant deferral / active EE | $7,429 | $6,466+14.9% | $5,629+32.0% | $6,691+11.0% |
| Admin fee / account holder | $52 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |