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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,985 | $148,623-22.6% | $135,974-15.4% | $139,466-17.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.35% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,408 | $5,246-73.2% | $4,859-71.0% | $4,754-70.4% |
| Participant deferral / active EE | $6,461 | $8,103-20.3% | $7,760-16.7% | $6,712-3.7% |
| Admin fee / account holder | $198 | $12,406-98.4% | $10,767-98.2% | $11,409-98.3% |