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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,548 | $183,516-40.3% | $155,534-29.6% | $145,884-24.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 61.43%-51.5pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $4,338 | $5,315-18.4% | $4,675-7.2% | $4,662-7.0% |
| Participant deferral / active EE | $17,330 | $6,467+168.0% | $5,630+207.8% | $6,690+159.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |