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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,354 | $183,627-53.5% | $155,602-45.1% | $145,978-41.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $6,100 | $5,316+14.7% | $4,675+30.5% | $4,662+30.9% |
| Participant deferral / active EE | $3,774 | $6,466-41.6% | $5,629-32.9% | $6,690-43.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |