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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,269 | $183,516-38.3% | $155,534-27.2% | $145,884-22.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.28% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,475 | $5,315-72.2% | $4,675-68.4% | $4,662-68.4% |
| Participant deferral / active EE | $12,014 | $6,467+85.8% | $5,630+113.4% | $6,690+79.6% |
| Admin fee / account holder | $263 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |