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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,158 | $208,088-64.4% | $186,193-60.2% | $154,746-52.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 28.84% | 89.97%-61.1pp | 78.03%-49.2pp | 172.34%-143.5pp |
| Employer contribution / active EE | $6,152 | $4,340+41.8% | $3,918+57.0% | $4,379+40.5% |
| Participant deferral / active EE | $7,054 | $7,078-0.3% | $6,513+8.3% | $6,730+4.8% |
| Admin fee / account holder | $240 | $11,698-97.9% | $11,058-97.8% | $14,365-98.3% |