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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,325 | $197,625-62.4% | $177,840-58.2% | $158,966-53.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.46% | 58.76%-32.3pp | 48.32%-21.9pp | 302.95%-276.5pp |
| Employer contribution / active EE | $5,008 | $6,698-25.2% | $5,919-15.4% | $4,762+5.2% |
| Participant deferral / active EE | $22,722 | $8,405+170.3% | $7,714+194.6% | $5,983+279.8% |
| Admin fee / account holder | $279 | $15,405-98.2% | $12,431-97.8% | $11,250-97.5% |