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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,959 | $183,627-55.4% | $155,602-47.3% | $145,978-43.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 61.32%-46.7pp | 64.81%-50.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $4,018 | $5,316-24.4% | $4,675-14.1% | $4,662-13.8% |
| Participant deferral / active EE | $15,127 | $6,466+134.0% | $5,629+168.8% | $6,690+126.1% |
| Admin fee / account holder | $164 | $19,327-99.1% | $15,923-99.0% | $13,400-98.8% |