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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,319 | $183,516-38.3% | $155,534-27.1% | $145,884-22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.18% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $5,525 | $5,315+4.0% | $4,675+18.2% | $4,662+18.5% |
| Participant deferral / active EE | $4,937 | $6,467-23.7% | $5,630-12.3% | $6,690-26.2% |
| Admin fee / account holder | $50 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |