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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,877 | $148,629-40.9% | $135,982-35.4% | $139,487-37.0% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 27.23% | 79.33%-52.1pp | 68.32%-41.1pp | 373.84%-346.6pp |
| Employer contribution / active EE | $21,853 | $5,247+316.5% | $4,859+349.7% | $4,755+359.6% |
| Participant deferral / active EE | $17,968 | $8,102+121.8% | $7,760+131.5% | $6,713+167.7% |
| Admin fee / account holder | $13 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |