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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,954 | $183,592-25.4% | $155,574-12.0% | $145,877-6.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.25% | 61.37%-41.1pp | 64.87%-44.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $1,641 | $5,317-69.1% | $4,676-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $10,978 | $6,466+69.8% | $5,629+95.0% | $6,691+64.1% |
| Admin fee / account holder | $115 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |