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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,356 | $183,627-29.0% | $155,602-16.2% | $145,978-10.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 61.32%-49.2pp | 64.81%-52.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,605 | $5,316-32.2% | $4,675-22.9% | $4,662-22.7% |
| Participant deferral / active EE | $15,333 | $6,466+137.1% | $5,629+172.4% | $6,690+129.2% |
| Admin fee / account holder | $74 | $19,327-99.6% | $15,923-99.5% | $13,400-99.5% |