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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,075 | $183,592-66.2% | $155,574-60.1% | $145,877-57.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.76% | 61.37%-40.6pp | 64.87%-44.1pp | 551.28%-530.5pp |
| Employer contribution / active EE | $9,155 | $5,317+72.2% | $4,676+95.8% | $4,663+96.3% |
| Participant deferral / active EE | $5,083 | $6,466-21.4% | $5,629-9.7% | $6,691-24.0% |
| Admin fee / account holder | $252 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |