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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,738 | $155,555-41.0% | $146,866-37.5% | $155,188-40.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.36% | 115.41%-96.1pp | 102.85%-83.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,503 | $4,647-67.7% | $4,425-66.0% | $4,248-64.6% |
| Participant deferral / active EE | $20,500 | $8,044+154.8% | $7,759+164.2% | $6,531+213.9% |
| Admin fee / account holder | $122 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |