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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,405 | $155,555-25.2% | $146,866-20.7% | $155,188-25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.53% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $3,288 | $4,647-29.2% | $4,425-25.7% | $4,248-22.6% |
| Participant deferral / active EE | $11,475 | $8,044+42.7% | $7,759+47.9% | $6,531+75.7% |
| Admin fee / account holder | $249 | $14,755-98.3% | $13,620-98.2% | $14,480-98.3% |