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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,504 | $165,381-46.5% | $149,730-40.9% | $158,966-44.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.00% | 348.29%-322.3pp | 276.70%-250.7pp | 302.95%-277.0pp |
| Employer contribution / active EE | $3,025 | $5,104-40.7% | $4,645-34.9% | $4,762-36.5% |
| Participant deferral / active EE | $9,158 | $7,182+27.5% | $6,843+33.8% | $5,983+53.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |