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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,077 | $168,635-21.1% | $147,617-9.8% | $125,389+6.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.25% | 77.65%-74.4pp | 61.98%-58.7pp | 282.24%-279.0pp |
| Employer contribution / active EE | $10,887 | $6,252+74.1% | $5,564+95.7% | $4,866+123.7% |
| Participant deferral / active EE | $11,165 | $5,507+102.8% | $4,895+128.1% | $5,352+108.6% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |