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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,054 | $162,136-46.9% | $152,301-43.5% | $154,746-44.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.34% | 91.02%-68.7pp | 80.50%-58.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $3,450 | $4,890-29.5% | $4,624-25.4% | $4,379-21.2% |
| Participant deferral / active EE | $21,125 | $8,341+153.3% | $8,004+163.9% | $6,730+213.9% |
| Admin fee / account holder | $227 | $15,759-98.6% | $14,398-98.4% | $14,365-98.4% |