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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,713 | $69,252+26.7% | $64,099+36.8% | $139,456-37.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.24% | 45.89%-25.6pp | 33.70%-13.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $4,019 | $3,184+26.2% | $2,748+46.2% | $4,753-15.4% |
| Participant deferral / active EE | $1,300 | $4,683-72.2% | $3,881-66.5% | $6,711-80.6% |
| Admin fee / account holder | $60 | $4,248-98.6% | $3,070-98.0% | $11,407-99.5% |