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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,143 | $223,823-53.5% | $211,142-50.7% | $154,746-32.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.68% | 50.39%-35.7pp | 46.84%-32.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,803 | $6,787-14.5% | $6,442-9.9% | $4,379+32.5% |
| Participant deferral / active EE | $11,650 | $9,750+19.5% | $9,284+25.5% | $6,730+73.1% |
| Admin fee / account holder | $39 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |