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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,568 | $208,088-48.3% | $186,193-42.2% | $154,746-30.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.87% | 89.97%-72.1pp | 78.03%-60.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $7,920 | $4,340+82.5% | $3,918+102.1% | $4,379+80.9% |
| Participant deferral / active EE | $23,500 | $7,078+232.0% | $6,513+260.8% | $6,730+249.2% |
| Admin fee / account holder | $263 | $11,698-97.8% | $11,058-97.6% | $14,365-98.2% |