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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,390 | $157,304-29.2% | $141,197-21.1% | $152,909-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.72% | 64.34%-46.6pp | 71.41%-53.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $4,757 | $5,263-9.6% | $4,736+0.4% | $4,764-0.1% |
| Participant deferral / active EE | $8,799 | $7,111+23.7% | $6,710+31.1% | $5,851+50.4% |
| Admin fee / account holder | $26 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |