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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,973 | $155,555-43.4% | $146,866-40.1% | $155,188-43.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.72% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $11,295 | $4,647+143.1% | $4,425+155.3% | $4,248+165.9% |
| Participant deferral / active EE | $21,160 | $8,044+163.0% | $7,759+172.7% | $6,531+224.0% |
| Admin fee / account holder | $203 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |