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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,961 | $183,627-39.6% | $155,602-28.7% | $145,978-24.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 61.32%-51.3pp | 64.81%-54.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $11,500 | $5,316+116.3% | $4,675+146.0% | $4,662+146.7% |
| Participant deferral / active EE | $11,004 | $6,466+70.2% | $5,629+95.5% | $6,690+64.5% |
| Admin fee / account holder | $281 | $19,327-98.5% | $15,923-98.2% | $13,400-97.9% |