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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,306 | $172,111-48.1% | $150,298-40.6% | $137,256-34.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.84% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $13,668 | $4,636+194.8% | $4,154+229.0% | $4,156+228.9% |
| Participant deferral / active EE | $16,125 | $6,166+161.5% | $5,453+195.7% | $6,407+151.7% |
| Admin fee / account holder | $172 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |