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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,290 | $197,637-47.7% | $177,848-41.9% | $158,982-35.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 10.69% | 58.77%-48.1pp | 48.33%-37.6pp | 302.99%-292.3pp |
| Employer contribution / active EE | $16,074 | $6,698+140.0% | $5,919+171.6% | $4,763+237.5% |
| Participant deferral / active EE | $15,133 | $8,405+80.0% | $7,714+96.2% | $5,983+152.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |