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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,704 | $197,637-41.5% | $177,848-34.9% | $158,982-27.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.70% | 58.77%-30.1pp | 48.33%-19.6pp | 302.99%-274.3pp |
| Employer contribution / active EE | $4,736 | $6,698-29.3% | $5,919-20.0% | $4,763-0.6% |
| Participant deferral / active EE | $11,078 | $8,405+31.8% | $7,714+43.6% | $5,983+85.1% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |