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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,309 | $110,410-21.8% | $102,437-15.7% | $145,897-40.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.91% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $8,520 | $4,217+102.0% | $3,871+120.1% | $4,663+82.7% |
| Participant deferral / active EE | $13,142 | $5,622+133.8% | $5,060+159.7% | $6,689+96.5% |
| Admin fee / account holder | $10 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |