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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,009 | $185,905-44.1% | $170,057-38.8% | $139,487-25.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.33% | 60.56%-49.2pp | 53.42%-42.1pp | 373.84%-362.5pp |
| Employer contribution / active EE | $15,326 | $7,597+101.7% | $6,790+125.7% | $4,755+222.3% |
| Participant deferral / active EE | $9,731 | $11,627-16.3% | $10,411-6.5% | $6,713+45.0% |
| Admin fee / account holder | $233 | $15,397-98.5% | $12,826-98.2% | $11,407-98.0% |