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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,251 | $77,920-4.7% | $149,723-50.4% | $75,177-1.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.93% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.8pp |
| Employer contribution / active EE | $8,040 | $3,138+156.2% | $4,821+66.8% | $2,671+201.0% |
| Participant deferral / active EE | $5,940 | $3,411+74.1% | $5,682+4.5% | $4,126+43.9% |
| Admin fee / account holder | $13 | $5,951-99.8% | $13,215-99.9% | $5,651-99.8% |