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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,436 | $155,555-43.8% | $146,866-40.5% | $155,188-43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.21% | 115.41%-96.2pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $4,684 | $4,647+0.8% | $4,425+5.9% | $4,248+10.3% |
| Participant deferral / active EE | $16,829 | $8,044+109.2% | $7,759+116.9% | $6,531+157.7% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |