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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,748 | $183,516-47.8% | $155,534-38.4% | $145,884-34.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.48% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,314 | $5,315-37.6% | $4,675-29.1% | $4,662-28.9% |
| Participant deferral / active EE | $11,016 | $6,467+70.4% | $5,630+95.7% | $6,690+64.7% |
| Admin fee / account holder | $140 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |