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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,022 | $185,312-40.1% | $161,489-31.3% | $154,746-28.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.09% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $9,294 | $4,769+94.9% | $4,268+117.8% | $4,379+112.2% |
| Participant deferral / active EE | $5,349 | $6,350-15.8% | $5,630-5.0% | $6,730-20.5% |
| Admin fee / account holder | $16 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |