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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,737 | $115,796-24.2% | $101,264-13.4% | $158,950-44.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 22.46% | 56.15%-33.7pp | 46.48%-24.0pp | 302.91%-280.4pp |
| Employer contribution / active EE | $17,564 | $4,175+320.7% | $3,660+379.9% | $4,762+268.8% |
| Participant deferral / active EE | $13,760 | $4,958+177.5% | $4,370+214.8% | $5,983+130.0% |
| Admin fee / account holder | $27 | $7,247-99.6% | $5,947-99.6% | $11,248-99.8% |