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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,802 | $157,304-48.0% | $141,197-42.1% | $152,909-46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.76% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $5,042 | $5,263-4.2% | $4,736+6.4% | $4,764+5.8% |
| Participant deferral / active EE | $15,000 | $7,111+110.9% | $6,710+123.5% | $5,851+156.4% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |