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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,200 | $148,629-37.3% | $135,982-31.5% | $139,487-33.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.40% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $6,970 | $5,247+32.8% | $4,859+43.4% | $4,755+46.6% |
| Participant deferral / active EE | $2,756 | $8,102-66.0% | $7,760-64.5% | $6,713-58.9% |
| Admin fee / account holder | $140 | $12,406-98.9% | $10,767-98.7% | $11,407-98.8% |