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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,123 | $168,635-36.5% | $147,617-27.4% | $125,389-14.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.56% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $8,608 | $6,252+37.7% | $5,564+54.7% | $4,866+76.9% |
| Participant deferral / active EE | $4,331 | $5,507-21.4% | $4,895-11.5% | $5,352-19.1% |
| Admin fee / account holder | $56 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |