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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,183 | $114,119-38.5% | $107,187-34.5% | $138,895-49.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.71% | 273.21%-261.5pp | 204.55%-192.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $10,815 | $4,059+166.5% | $3,782+186.0% | $4,194+157.9% |
| Participant deferral / active EE | $1,576 | $5,538-71.5% | $5,096-69.1% | $6,396-75.4% |
| Admin fee / account holder | $152 | $10,024-98.5% | $9,162-98.3% | $12,562-98.8% |