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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,516 | $183,592-42.5% | $155,567-32.2% | $145,959-27.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.99% | 61.24%-43.2pp | 64.74%-46.7pp | 561.95%-544.0pp |
| Employer contribution / active EE | $6,301 | $5,315+18.6% | $4,674+34.8% | $4,661+35.2% |
| Participant deferral / active EE | $7,667 | $6,464+18.6% | $5,628+36.2% | $6,689+14.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |