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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,187 | $157,296-42.0% | $141,191-35.4% | $152,897-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.32% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,439 | $5,262-72.6% | $4,736-69.6% | $4,764-69.8% |
| Participant deferral / active EE | $9,977 | $7,111+40.3% | $6,710+48.7% | $5,851+70.5% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |