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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,511 | $225,673-48.8% | $203,872-43.3% | $155,188-25.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 12.41% | 95.91%-83.5pp | 85.11%-72.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $5,678 | $4,099+38.5% | $3,757+51.1% | $4,248+33.7% |
| Participant deferral / active EE | $6,331 | $6,893-8.2% | $6,388-0.9% | $6,531-3.1% |
| Admin fee / account holder | $25 | $12,327-99.8% | $11,730-99.8% | $14,480-99.8% |