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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,077 | $162,136-45.1% | $152,301-41.5% | $154,746-42.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.32% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,499 | $4,890-48.9% | $4,624-46.0% | $4,379-42.9% |
| Participant deferral / active EE | $18,000 | $8,341+115.8% | $8,004+124.9% | $6,730+167.4% |
| Admin fee / account holder | $69 | $15,759-99.6% | $14,398-99.5% | $14,365-99.5% |