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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,410 | $172,111-27.1% | $150,298-16.6% | $137,256-8.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.76% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $9,343 | $4,636+101.5% | $4,154+124.9% | $4,156+124.8% |
| Participant deferral / active EE | $6,650 | $6,166+7.8% | $5,453+22.0% | $6,407+3.8% |
| Admin fee / account holder | $22 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |