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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,792 | $157,296-37.8% | $141,191-30.7% | $152,897-36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.15% | 64.34%-37.2pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $17,939 | $5,262+240.9% | $4,736+278.8% | $4,764+276.6% |
| Participant deferral / active EE | $8,247 | $7,111+16.0% | $6,710+22.9% | $5,851+41.0% |
| Admin fee / account holder | $128 | $12,125-98.9% | $10,264-98.8% | $11,599-98.9% |