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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,531 | $155,555-27.0% | $146,866-22.7% | $155,188-26.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.26% | 115.41%-96.2pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $6,000 | $4,647+29.1% | $4,425+35.6% | $4,248+41.3% |
| Participant deferral / active EE | $6,000 | $8,044-25.4% | $7,759-22.7% | $6,531-8.1% |
| Admin fee / account holder | $269 | $14,755-98.2% | $13,620-98.0% | $14,480-98.1% |