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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,819 | $185,883-52.8% | $170,043-48.4% | $139,466-37.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 54.58% | 60.54%-6.0pp | 53.40%+1.2pp | 373.66%-319.1pp |
| Employer contribution / active EE | $6,413 | $7,596-15.6% | $6,790-5.5% | $4,754+34.9% |
| Participant deferral / active EE | $12,350 | $11,626+6.2% | $10,410+18.6% | $6,712+84.0% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |