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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,184 | $157,304-51.6% | $141,197-46.0% | $152,909-50.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.99% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $7,945 | $5,263+51.0% | $4,736+67.7% | $4,764+66.8% |
| Participant deferral / active EE | $10,948 | $7,111+54.0% | $6,710+63.1% | $5,851+87.1% |
| Admin fee / account holder | $181 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |