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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,655 | $132,634-36.9% | $115,768-27.7% | $137,256-39.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.52% | 160.70%-143.2pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $6,617 | $3,360+97.0% | $2,940+125.1% | $4,156+59.2% |
| Participant deferral / active EE | $14,356 | $5,619+155.5% | $4,917+192.0% | $6,407+124.1% |
| Admin fee / account holder | $291 | $15,028-98.1% | $12,439-97.7% | $12,270-97.6% |