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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,037 | $185,312-47.6% | $161,489-39.9% | $154,746-37.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.66% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $12,558 | $4,769+163.3% | $4,268+194.2% | $4,379+186.8% |
| Participant deferral / active EE | $10,199 | $6,350+60.6% | $5,630+81.2% | $6,730+51.5% |
| Admin fee / account holder | $203 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |