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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,350 | $227,399-59.4% | $189,758-51.3% | $198,609-53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.09% | 61.03%-35.9pp | 52.62%-27.5pp | 202.70%-177.6pp |
| Employer contribution / active EE | $2,564 | $5,526-53.6% | $4,767-46.2% | $5,055-49.3% |
| Participant deferral / active EE | $19,069 | $6,837+178.9% | $5,856+225.6% | $6,977+173.3% |
| Admin fee / account holder | $183 | $25,162-99.3% | $20,388-99.1% | $19,030-99.0% |