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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,537 | $157,270-24.6% | $141,173-16.0% | $152,870-22.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.67% | 64.33%-41.7pp | 71.40%-48.7pp | 345.34%-322.7pp |
| Employer contribution / active EE | $12,021 | $5,261+128.5% | $4,735+153.9% | $4,763+152.4% |
| Participant deferral / active EE | $5,543 | $7,110-22.0% | $6,710-17.4% | $5,850-5.2% |
| Admin fee / account holder | $21 | $12,121-99.8% | $10,262-99.8% | $11,597-99.8% |