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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,737 | $115,814-24.2% | $101,275-13.4% | $158,982-44.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 22.46% | 56.16%-33.7pp | 46.48%-24.0pp | 302.99%-280.5pp |
| Employer contribution / active EE | $17,564 | $4,176+320.6% | $3,660+379.9% | $4,763+268.8% |
| Participant deferral / active EE | $13,760 | $4,958+177.5% | $4,371+214.8% | $5,983+130.0% |
| Admin fee / account holder | $27 | $7,249-99.6% | $5,948-99.6% | $11,252-99.8% |