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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,163 | $157,304-35.1% | $141,197-27.6% | $152,909-33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.70% | 64.34%-28.6pp | 71.41%-35.7pp | 345.46%-309.8pp |
| Employer contribution / active EE | $16,113 | $5,263+206.2% | $4,736+240.2% | $4,764+238.2% |
| Participant deferral / active EE | $11,072 | $7,111+55.7% | $6,710+65.0% | $5,851+89.2% |
| Admin fee / account holder | $144 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |