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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,512 | $156,616-25.0% | $133,346-11.9% | $198,609-40.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 15.65% | 44.25%-28.6pp | 36.85%-21.2pp | 202.70%-187.0pp |
| Employer contribution / active EE | $7,010 | $3,368+108.1% | $2,853+145.7% | $5,055+38.7% |
| Participant deferral / active EE | $9,652 | $4,920+96.2% | $4,332+122.8% | $6,977+38.3% |
| Admin fee / account holder | $18 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |