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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,440 | $225,673-53.7% | $203,872-48.8% | $155,188-32.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 22.25% | 95.91%-73.7pp | 85.11%-62.9pp | 148.84%-126.6pp |
| Employer contribution / active EE | $5,642 | $4,099+37.7% | $3,757+50.1% | $4,248+32.8% |
| Participant deferral / active EE | $12,050 | $6,893+74.8% | $6,388+88.6% | $6,531+84.5% |
| Admin fee / account holder | $116 | $12,327-99.1% | $11,730-99.0% | $14,480-99.2% |