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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,001 | $148,629-45.5% | $135,982-40.4% | $139,487-41.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,397 | $5,247-73.4% | $4,859-71.2% | $4,755-70.6% |
| Participant deferral / active EE | $16,705 | $8,102+106.2% | $7,760+115.3% | $6,713+148.9% |
| Admin fee / account holder | $261 | $12,406-97.9% | $10,767-97.6% | $11,407-97.7% |