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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,206 | $228,352-65.8% | $185,835-57.9% | $158,966-50.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.44% | 40.81%-25.4pp | 35.96%-20.5pp | 302.95%-287.5pp |
| Employer contribution / active EE | $5,493 | $4,967+10.6% | $4,087+34.4% | $4,762+15.3% |
| Participant deferral / active EE | $13,000 | $6,416+102.6% | $5,633+130.8% | $5,983+117.3% |
| Admin fee / account holder | $188 | $11,867-98.4% | $9,502-98.0% | $11,250-98.3% |