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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,550 | $227,399-52.7% | $189,758-43.3% | $198,609-45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.34% | 61.03%-48.7pp | 52.62%-40.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $11,358 | $5,526+105.5% | $4,767+138.3% | $5,055+124.7% |
| Participant deferral / active EE | $13,561 | $6,837+98.3% | $5,856+131.6% | $6,977+94.4% |
| Admin fee / account holder | $121 | $25,162-99.5% | $20,388-99.4% | $19,030-99.4% |