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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,231 | $172,111-42.3% | $150,298-34.0% | $137,256-27.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.18% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,184 | $4,636-31.3% | $4,154-23.4% | $4,156-23.4% |
| Participant deferral / active EE | $10,494 | $6,166+70.2% | $5,453+92.4% | $6,407+63.8% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |