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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,595 | $227,399-67.6% | $189,758-61.2% | $198,609-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.92% | 61.03%-40.1pp | 52.62%-31.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $13,154 | $5,526+138.0% | $4,767+176.0% | $5,055+160.2% |
| Participant deferral / active EE | $13,014 | $6,837+90.4% | $5,856+122.2% | $6,977+86.5% |
| Admin fee / account holder | $285 | $25,162-98.9% | $20,388-98.6% | $19,030-98.5% |