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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,128 | $165,381-65.5% | $149,730-61.8% | $158,966-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.89% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.1pp |
| Employer contribution / active EE | $14,790 | $5,104+189.8% | $4,645+218.4% | $4,762+210.6% |
| Participant deferral / active EE | $8,449 | $7,182+17.6% | $6,843+23.5% | $5,983+41.2% |
| Admin fee / account holder | $222 | $10,809-97.9% | $9,310-97.6% | $11,250-98.0% |