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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,356 | $183,516-29.0% | $155,534-16.2% | $145,884-10.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,605 | $5,315-32.2% | $4,675-22.9% | $4,662-22.7% |
| Participant deferral / active EE | $15,333 | $6,467+137.1% | $5,630+172.3% | $6,690+129.2% |
| Admin fee / account holder | $74 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |