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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,916 | $201,259-58.8% | $184,200-55.0% | $145,959-43.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.13% | 28.98%-10.9pp | 28.80%-10.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $5,829 | $7,018-16.9% | $6,424-9.3% | $4,661+25.1% |
| Participant deferral / active EE | $4,135 | $9,806-57.8% | $9,132-54.7% | $6,689-38.2% |
| Admin fee / account holder | $5 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |