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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,963 | $148,582-41.5% | $135,942-36.0% | $139,456-37.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.09% | 79.26%-58.2pp | 68.28%-47.2pp | 373.45%-352.4pp |
| Employer contribution / active EE | $3,037 | $5,245-42.1% | $4,858-37.5% | $4,753-36.1% |
| Participant deferral / active EE | $13,136 | $8,101+62.2% | $7,759+69.3% | $6,711+95.7% |
| Admin fee / account holder | $56 | $12,402-99.6% | $10,764-99.5% | $11,407-99.5% |