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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,130 | $111,535-11.1% | $105,223-5.8% | $137,256-27.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.34% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,067 | $3,939-22.2% | $3,689-16.9% | $4,156-26.2% |
| Participant deferral / active EE | $10,163 | $5,500+84.8% | $5,072+100.4% | $6,407+58.6% |
| Admin fee / account holder | $252 | $9,721-97.4% | $8,859-97.2% | $12,270-98.0% |