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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,605 | $148,629-21.5% | $135,982-14.2% | $139,487-16.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.21% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $2,303 | $5,247-56.1% | $4,859-52.6% | $4,755-51.6% |
| Participant deferral / active EE | $17,500 | $8,102+116.0% | $7,760+125.5% | $6,713+160.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |