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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,121 | $148,629-42.1% | $135,982-36.7% | $139,487-38.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.26% | 79.33%-54.1pp | 68.32%-43.1pp | 373.84%-348.6pp |
| Employer contribution / active EE | $3,465 | $5,247-34.0% | $4,859-28.7% | $4,755-27.1% |
| Participant deferral / active EE | $17,354 | $8,102+114.2% | $7,760+123.6% | $6,713+158.5% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |