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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,147 | $165,351-31.0% | $149,710-23.8% | $158,931-28.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.00% | 348.19%-332.2pp | 276.63%-260.6pp | 302.86%-286.9pp |
| Employer contribution / active EE | $7,140 | $5,103+39.9% | $4,645+53.7% | $4,761+50.0% |
| Participant deferral / active EE | $11,417 | $7,181+59.0% | $6,842+66.9% | $5,982+90.8% |
| Admin fee / account holder | $207 | $10,807-98.1% | $9,309-97.8% | $11,247-98.2% |