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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,480 | $178,174-43.0% | $156,181-35.0% | $137,256-26.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.56% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $8,991 | $4,972+80.8% | $4,294+109.4% | $4,156+116.3% |
| Participant deferral / active EE | $7,715 | $6,888+12.0% | $6,132+25.8% | $6,407+20.4% |
| Admin fee / account holder | $118 | $17,404-99.3% | $14,586-99.2% | $12,270-99.0% |