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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,354 | $183,592-53.5% | $155,574-45.1% | $145,877-41.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $6,100 | $5,317+14.7% | $4,676+30.5% | $4,663+30.8% |
| Participant deferral / active EE | $3,774 | $6,466-41.6% | $5,629-33.0% | $6,691-43.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |