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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,806 | $185,312-33.7% | $161,489-24.0% | $154,746-20.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.67% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $7,322 | $4,769+53.5% | $4,268+71.6% | $4,379+67.2% |
| Participant deferral / active EE | $4,279 | $6,350-32.6% | $5,630-24.0% | $6,730-36.4% |
| Admin fee / account holder | $197 | $18,654-98.9% | $16,006-98.8% | $14,365-98.6% |