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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,958 | $196,972-41.1% | $182,262-36.4% | $198,609-41.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.48% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,525 | $5,364-52.9% | $5,046-50.0% | $5,055-50.1% |
| Participant deferral / active EE | $9,231 | $8,643+6.8% | $8,276+11.5% | $6,977+32.3% |
| Admin fee / account holder | $7 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |