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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,379 | $111,535-26.1% | $105,223-21.7% | $137,256-40.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 15.86% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,920 | $3,939-25.9% | $3,689-20.8% | $4,156-29.7% |
| Participant deferral / active EE | $10,008 | $5,500+82.0% | $5,072+97.3% | $6,407+56.2% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |