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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,531 | $162,136-30.0% | $152,301-25.5% | $154,746-26.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.26% | 91.02%-71.8pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $6,000 | $4,890+22.7% | $4,624+29.7% | $4,379+37.0% |
| Participant deferral / active EE | $6,000 | $8,341-28.1% | $8,004-25.0% | $6,730-10.9% |
| Admin fee / account holder | $269 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |