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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,314 | $183,516-34.4% | $155,534-22.6% | $145,884-17.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.95% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $6,109 | $5,315+14.9% | $4,675+30.7% | $4,662+31.0% |
| Participant deferral / active EE | $8,696 | $6,467+34.5% | $5,630+54.4% | $6,690+30.0% |
| Admin fee / account holder | $88 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |