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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,136 | $183,516-35.1% | $155,534-23.4% | $145,884-18.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.65% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $9,279 | $5,315+74.6% | $4,675+98.5% | $4,662+99.0% |
| Participant deferral / active EE | $8,773 | $6,467+35.7% | $5,630+55.8% | $6,690+31.1% |
| Admin fee / account holder | $195 | $19,293-99.0% | $15,900-98.8% | $13,392-98.5% |