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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,177 | $211,224-58.7% | $178,505-51.2% | $145,897-40.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.37% | 30.28%-14.9pp | 27.16%-11.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $4,843 | $4,577+5.8% | $3,955+22.4% | $4,663+3.9% |
| Participant deferral / active EE | $11,838 | $6,966+69.9% | $6,280+88.5% | $6,689+77.0% |
| Admin fee / account holder | $170 | $12,109-98.6% | $10,428-98.4% | $13,390-98.7% |