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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,416 | $196,972-45.0% | $182,262-40.5% | $198,609-45.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.65% | 158.27%-137.6pp | 140.60%-119.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $5,127 | $5,364-4.4% | $5,046+1.6% | $5,055+1.4% |
| Participant deferral / active EE | $9,590 | $8,643+11.0% | $8,276+15.9% | $6,977+37.5% |
| Admin fee / account holder | $122 | $18,429-99.3% | $16,712-99.3% | $19,030-99.4% |