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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,667 | $185,312-42.4% | $161,489-33.9% | $154,746-31.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.97% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $9,942 | $4,769+108.5% | $4,268+132.9% | $4,379+127.0% |
| Participant deferral / active EE | $8,673 | $6,350+36.6% | $5,630+54.1% | $6,730+28.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |