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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,279 | $201,344-55.7% | $184,243-51.5% | $145,877-38.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.87% | 29.01%-14.1pp | 28.82%-14.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $5,047 | $7,022-28.1% | $6,427-21.5% | $4,663+8.2% |
| Participant deferral / active EE | $8,476 | $9,807-13.6% | $9,132-7.2% | $6,691+26.7% |
| Admin fee / account holder | $19 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |