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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,955 | $162,821-23.9% | $133,978-7.5% | $158,982-22.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.20% | 41.95%-26.8pp | 45.10%-29.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $10,958 | $4,976+120.2% | $3,919+179.6% | $4,763+130.1% |
| Participant deferral / active EE | $6,815 | $5,910+15.3% | $5,047+35.0% | $5,983+13.9% |
| Admin fee / account holder | $98 | $11,742-99.2% | $8,930-98.9% | $11,252-99.1% |