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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,790 | $111,535-36.5% | $105,223-32.7% | $137,256-48.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.30% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,925 | $3,939+25.0% | $3,689+33.5% | $4,156+18.5% |
| Participant deferral / active EE | $14,206 | $5,500+158.3% | $5,072+180.1% | $6,407+121.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |