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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,243 | $165,381-56.3% | $149,730-51.8% | $158,966-54.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.03% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $1,705 | $5,104-66.6% | $4,645-63.3% | $4,762-64.2% |
| Participant deferral / active EE | $9,523 | $7,182+32.6% | $6,843+39.2% | $5,983+59.2% |
| Admin fee / account holder | $79 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |