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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,962 | $157,276-35.8% | $141,177-28.5% | $152,885-34.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.08% | 64.33%-42.3pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $4,748 | $5,262-9.8% | $4,736+0.3% | $4,763-0.3% |
| Participant deferral / active EE | $12,725 | $7,110+79.0% | $6,710+89.6% | $5,851+117.5% |
| Admin fee / account holder | $4 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |