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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,613 | $148,623-31.6% | $135,974-25.3% | $139,466-27.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.44% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,913 | $5,246-44.5% | $4,859-40.1% | $4,754-38.7% |
| Participant deferral / active EE | $10,048 | $8,103+24.0% | $7,760+29.5% | $6,712+49.7% |
| Admin fee / account holder | $61 | $12,406-99.5% | $10,767-99.4% | $11,409-99.5% |