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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,449 | $108,922-20.6% | $100,398-13.9% | $145,978-40.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 27.98% | 58.04%-30.1pp | 49.32%-21.3pp | 550.52%-522.5pp |
| Employer contribution / active EE | $3,371 | $4,426-23.8% | $3,946-14.6% | $4,662-27.7% |
| Participant deferral / active EE | $25,102 | $8,450+197.1% | $8,084+210.5% | $6,690+275.2% |
| Admin fee / account holder | $110 | $9,680-98.9% | $7,893-98.6% | $13,400-99.2% |