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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,249 | $185,312-53.5% | $161,489-46.6% | $154,746-44.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.18% | 103.84%-84.7pp | 89.72%-70.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,435 | $4,769-69.9% | $4,268-66.4% | $4,379-67.2% |
| Participant deferral / active EE | $5,282 | $6,350-16.8% | $5,630-6.2% | $6,730-21.5% |
| Admin fee / account holder | $188 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |