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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,410 | $185,312-38.8% | $161,489-29.8% | $154,746-26.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.99% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $8,737 | $4,769+83.2% | $4,268+104.7% | $4,379+99.5% |
| Participant deferral / active EE | $6,163 | $6,350-2.9% | $5,630+9.5% | $6,730-8.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |