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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,317 | $185,312-37.8% | $161,489-28.6% | $154,746-25.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.68% | 103.84%-90.2pp | 89.72%-76.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $10,527 | $4,769+120.7% | $4,268+146.6% | $4,379+140.4% |
| Participant deferral / active EE | $11,350 | $6,350+78.7% | $5,630+101.6% | $6,730+68.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |