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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,850 | $185,312-46.7% | $161,489-38.8% | $154,746-36.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.23% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,253 | $4,769-31.8% | $4,268-23.8% | $4,379-25.7% |
| Participant deferral / active EE | $20,950 | $6,350+229.9% | $5,630+272.1% | $6,730+211.3% |
| Admin fee / account holder | $27 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |