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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,881 | $227,399-63.6% | $189,758-56.3% | $198,609-58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.85% | 61.03%-40.2pp | 52.62%-31.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $1,933 | $5,526-65.0% | $4,767-59.5% | $5,055-61.8% |
| Participant deferral / active EE | $10,896 | $6,837+59.4% | $5,856+86.1% | $6,977+56.2% |
| Admin fee / account holder | $264 | $25,162-99.0% | $20,388-98.7% | $19,030-98.6% |