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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,663 | $176,794-31.2% | $146,647-17.0% | $167,553-27.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.95% | 24.04%-1.1pp | 22.75%+0.2pp | 478.89%-455.9pp |
| Employer contribution / active EE | $11,106 | $5,161+115.2% | $4,137+168.5% | $4,840+129.5% |
| Participant deferral / active EE | $8,900 | $6,440+38.2% | $5,506+61.6% | $6,343+40.3% |
| Admin fee / account holder | $138 | $13,262-99.0% | $10,281-98.7% | $12,316-98.9% |