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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,121 | $183,516-37.3% | $155,534-26.0% | $145,884-21.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,846 | $5,315-27.6% | $4,675-17.7% | $4,662-17.5% |
| Participant deferral / active EE | $21,000 | $6,467+224.7% | $5,630+273.0% | $6,690+213.9% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |