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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,687 | $165,381-54.2% | $149,730-49.5% | $158,966-52.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.26% | 348.29%-324.0pp | 276.70%-252.4pp | 302.95%-278.7pp |
| Employer contribution / active EE | $2,553 | $5,104-50.0% | $4,645-45.1% | $4,762-46.4% |
| Participant deferral / active EE | $9,044 | $7,182+25.9% | $6,843+32.2% | $5,983+51.2% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |