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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,790 | $183,592-56.0% | $155,574-48.1% | $145,877-44.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 20.49% | 61.37%-40.9pp | 64.87%-44.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $12,143 | $5,317+128.4% | $4,676+159.7% | $4,663+160.4% |
| Participant deferral / active EE | $7,836 | $6,466+21.2% | $5,629+39.2% | $6,691+17.1% |
| Admin fee / account holder | $162 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |