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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,621 | $183,592-37.0% | $155,574-25.7% | $145,877-20.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.89% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $7,874 | $5,317+48.1% | $4,676+68.4% | $4,663+68.9% |
| Participant deferral / active EE | $7,819 | $6,466+20.9% | $5,629+38.9% | $6,691+16.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |