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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,002 | $185,312-39.6% | $161,489-30.6% | $154,746-27.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.56% | 103.84%-81.3pp | 89.72%-67.2pp | 172.34%-149.8pp |
| Employer contribution / active EE | $10,160 | $4,769+113.0% | $4,268+138.0% | $4,379+132.0% |
| Participant deferral / active EE | $30,103 | $6,350+374.1% | $5,630+434.7% | $6,730+347.3% |
| Admin fee / account holder | $223 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |