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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,839 | $185,312-40.7% | $161,489-32.0% | $154,746-29.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.29% | 103.84%-88.6pp | 89.72%-74.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,733 | $4,769+20.2% | $4,268+34.3% | $4,379+30.9% |
| Participant deferral / active EE | $8,458 | $6,350+33.2% | $5,630+50.2% | $6,730+25.7% |
| Admin fee / account holder | $208 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |