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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,598 | $197,637-50.6% | $177,848-45.1% | $158,982-38.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 108.58% | 58.77%+49.8pp | 48.33%+60.3pp | 302.99%-194.4pp |
| Employer contribution / active EE | $8,171 | $6,698+22.0% | $5,919+38.0% | $4,763+71.5% |
| Participant deferral / active EE | $6,467 | $8,405-23.1% | $7,714-16.2% | $5,983+8.1% |
| Admin fee / account holder | $1 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |