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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,244 | $185,905-54.1% | $170,057-49.9% | $139,487-38.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.88% | 60.56%-38.7pp | 53.42%-31.5pp | 373.84%-352.0pp |
| Employer contribution / active EE | $5,688 | $7,597-25.1% | $6,790-16.2% | $4,755+19.6% |
| Participant deferral / active EE | $32,858 | $11,627+182.6% | $10,411+215.6% | $6,713+389.5% |
| Admin fee / account holder | $103 | $15,397-99.3% | $12,826-99.2% | $11,407-99.1% |