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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,254 | $183,516-44.3% | $155,534-34.3% | $145,884-29.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.47% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $7,085 | $5,315+33.3% | $4,675+51.5% | $4,662+52.0% |
| Participant deferral / active EE | $7,523 | $6,467+16.3% | $5,630+33.6% | $6,690+12.5% |
| Admin fee / account holder | $172 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |