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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,401 | $157,304-41.3% | $141,197-34.6% | $152,909-39.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.37% | 64.34%-45.0pp | 71.41%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $5,291 | $5,263+0.5% | $4,736+11.7% | $4,764+11.1% |
| Participant deferral / active EE | $8,023 | $7,111+12.8% | $6,710+19.6% | $5,851+37.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |