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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,235 | $185,312-67.5% | $161,489-62.7% | $154,746-61.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 27.00% | 103.84%-76.8pp | 89.72%-62.7pp | 172.34%-145.3pp |
| Employer contribution / active EE | $9,844 | $4,769+106.4% | $4,268+130.6% | $4,379+124.8% |
| Participant deferral / active EE | $12,281 | $6,350+93.4% | $5,630+118.1% | $6,730+82.5% |
| Admin fee / account holder | $184 | $18,654-99.0% | $16,006-98.9% | $14,365-98.7% |