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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,882 | $228,352-68.5% | $185,835-61.3% | $158,966-54.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.87% | 40.81%-15.9pp | 35.96%-11.1pp | 302.95%-278.1pp |
| Employer contribution / active EE | $6,484 | $4,967+30.6% | $4,087+58.6% | $4,762+36.2% |
| Participant deferral / active EE | $7,448 | $6,416+16.1% | $5,633+32.2% | $5,983+24.5% |
| Admin fee / account holder | $223 | $11,867-98.1% | $9,502-97.7% | $11,250-98.0% |