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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,816 | $156,398-41.9% | $147,318-38.4% | $138,895-34.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 37.47% | 78.75%-41.3pp | 70.43%-33.0pp | 145.39%-107.9pp |
| Employer contribution / active EE | $4,088 | $4,853-15.8% | $4,593-11.0% | $4,194-2.5% |
| Participant deferral / active EE | $7,317 | $8,237-11.2% | $7,906-7.5% | $6,396+14.4% |
| Admin fee / account holder | $83 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |