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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,346 | $197,637-69.5% | $177,848-66.1% | $158,982-62.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.95% | 58.77%-49.8pp | 48.33%-39.4pp | 302.99%-294.0pp |
| Employer contribution / active EE | $2,945 | $6,698-56.0% | $5,919-50.2% | $4,763-38.2% |
| Participant deferral / active EE | $10,788 | $8,405+28.4% | $7,714+39.9% | $5,983+80.3% |
| Admin fee / account holder | $26 | $15,406-99.8% | $12,431-99.8% | $11,252-99.8% |