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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,530 | $185,905-24.4% | $170,057-17.4% | $139,487+0.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 36.40% | 60.56%-24.2pp | 53.42%-17.0pp | 373.84%-337.4pp |
| Employer contribution / active EE | $8,425 | $7,597+10.9% | $6,790+24.1% | $4,755+77.2% |
| Participant deferral / active EE | $10,892 | $11,627-6.3% | $10,411+4.6% | $6,713+62.3% |
| Admin fee / account holder | $175 | $15,397-98.9% | $12,826-98.6% | $11,407-98.5% |