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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,944 | $227,633-57.0% | $189,597-48.3% | $167,553-41.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.41% | 78.45%-60.0pp | 64.20%-45.8pp | 478.89%-460.5pp |
| Employer contribution / active EE | $754 | $5,317-85.8% | $4,412-82.9% | $4,840-84.4% |
| Participant deferral / active EE | $9,861 | $7,003+40.8% | $6,174+59.7% | $6,343+55.5% |
| Admin fee / account holder | $219 | $11,879-98.2% | $9,807-97.8% | $12,316-98.2% |