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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,676 | $148,623-58.5% | $135,974-54.6% | $139,466-55.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.27% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $3,720 | $5,246-29.1% | $4,859-23.4% | $4,754-21.7% |
| Participant deferral / active EE | $18,200 | $8,103+124.6% | $7,760+134.5% | $6,712+171.2% |
| Admin fee / account holder | $143 | $12,406-98.8% | $10,767-98.7% | $11,409-98.7% |