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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,350 | $185,312-50.2% | $161,489-42.8% | $154,746-40.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.09% | 103.84%-78.8pp | 89.72%-64.6pp | 172.34%-147.3pp |
| Employer contribution / active EE | $2,564 | $4,769-46.2% | $4,268-39.9% | $4,379-41.4% |
| Participant deferral / active EE | $19,069 | $6,350+200.3% | $5,630+238.7% | $6,730+183.3% |
| Admin fee / account holder | $183 | $18,654-99.0% | $16,006-98.9% | $14,365-98.7% |