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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,788 | $183,627-44.0% | $155,602-33.9% | $145,978-29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 61.32%-49.6pp | 64.81%-53.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $3,822 | $5,316-28.1% | $4,675-18.3% | $4,662-18.0% |
| Participant deferral / active EE | $8,828 | $6,466+36.5% | $5,629+56.8% | $6,690+32.0% |
| Admin fee / account holder | $171 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |