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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,413 | $165,381-49.6% | $149,730-44.3% | $158,966-47.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.91% | 348.29%-332.4pp | 276.70%-260.8pp | 302.95%-287.0pp |
| Employer contribution / active EE | $3,001 | $5,104-41.2% | $4,645-35.4% | $4,762-37.0% |
| Participant deferral / active EE | $12,811 | $7,182+78.4% | $6,843+87.2% | $5,983+114.1% |
| Admin fee / account holder | $80 | $10,809-99.3% | $9,310-99.1% | $11,250-99.3% |