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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,216 | $162,136-65.9% | $152,301-63.7% | $154,746-64.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 25.93% | 91.02%-65.1pp | 80.50%-54.6pp | 172.34%-146.4pp |
| Employer contribution / active EE | $11,602 | $4,890+137.3% | $4,624+150.9% | $4,379+164.9% |
| Participant deferral / active EE | $9,265 | $8,341+11.1% | $8,004+15.8% | $6,730+37.7% |
| Admin fee / account holder | $224 | $15,759-98.6% | $14,398-98.4% | $14,365-98.4% |