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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,515 | $185,883-34.1% | $170,043-28.0% | $139,466-12.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.91% | 60.54%-26.6pp | 53.40%-19.5pp | 373.66%-339.8pp |
| Employer contribution / active EE | $3,541 | $7,596-53.4% | $6,790-47.8% | $4,754-25.5% |
| Participant deferral / active EE | $9,988 | $11,626-14.1% | $10,410-4.1% | $6,712+48.8% |
| Admin fee / account holder | $21 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |