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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,060 | $70,366+53.6% | $66,674+62.1% | $138,895-22.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.37% | 386.41%-373.0pp | 321.24%-307.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,211 | $2,765-20.0% | $2,620-15.6% | $4,194-47.3% |
| Participant deferral / active EE | $7,713 | $4,374+76.3% | $4,084+88.8% | $6,396+20.6% |
| Admin fee / account holder | $252 | $5,262-95.2% | $5,098-95.1% | $12,562-98.0% |