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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,894 | $227,399-50.8% | $189,758-41.0% | $198,609-43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.23% | 61.03%-47.8pp | 52.62%-39.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $6,382 | $5,526+15.5% | $4,767+33.9% | $5,055+26.3% |
| Participant deferral / active EE | $8,933 | $6,837+30.7% | $5,856+52.5% | $6,977+28.0% |
| Admin fee / account holder | $19 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |