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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,753 | $183,539-40.2% | $155,556-29.4% | $145,897-24.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.09% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $10,515 | $5,315+97.8% | $4,675+124.9% | $4,663+125.5% |
| Participant deferral / active EE | $6,173 | $6,467-4.5% | $5,631+9.6% | $6,689-7.7% |
| Admin fee / account holder | $246 | $19,275-98.7% | $15,885-98.5% | $13,390-98.2% |