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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,336 | $183,516-37.7% | $155,534-26.5% | $145,884-21.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,810 | $5,315-28.3% | $4,675-18.5% | $4,662-18.3% |
| Participant deferral / active EE | $6,911 | $6,467+6.9% | $5,630+22.7% | $6,690+3.3% |
| Admin fee / account holder | $9 | $19,293-100.0% | $15,900-99.9% | $13,392-99.9% |