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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,932 | $185,312-39.6% | $161,489-30.7% | $154,746-27.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.78% | 103.84%-92.1pp | 89.72%-77.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,059 | $4,769-77.8% | $4,268-75.2% | $4,379-75.8% |
| Participant deferral / active EE | $8,941 | $6,350+40.8% | $5,630+58.8% | $6,730+32.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |