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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,037 | $227,399-57.3% | $189,758-48.9% | $198,609-51.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.66% | 61.03%-44.4pp | 52.62%-36.0pp | 202.70%-186.0pp |
| Employer contribution / active EE | $12,558 | $5,526+127.2% | $4,767+163.4% | $5,055+148.4% |
| Participant deferral / active EE | $10,199 | $6,837+49.2% | $5,856+74.2% | $6,977+46.2% |
| Admin fee / account holder | $203 | $25,162-99.2% | $20,388-99.0% | $19,030-98.9% |