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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,087 | $139,948-26.3% | $121,663-15.3% | $154,746-33.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 20.86% | 230.52%-209.7pp | 147.54%-126.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $7,712 | $3,521+119.0% | $3,020+155.4% | $4,379+76.1% |
| Participant deferral / active EE | $14,428 | $5,629+156.3% | $4,887+195.2% | $6,730+114.4% |
| Admin fee / account holder | $23 | $17,321-99.9% | $14,289-99.8% | $14,365-99.8% |