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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,350 | $148,629-32.5% | $135,982-26.2% | $139,487-28.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.11% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $6,717 | $5,247+28.0% | $4,859+38.2% | $4,755+41.3% |
| Participant deferral / active EE | $14,928 | $8,102+84.2% | $7,760+92.4% | $6,713+122.4% |
| Admin fee / account holder | $236 | $12,406-98.1% | $10,767-97.8% | $11,407-97.9% |