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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,090 | $227,291-50.7% | $214,702-47.8% | $155,188-27.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.29% | 60.08%-38.8pp | 54.55%-33.3pp | 148.84%-127.5pp |
| Employer contribution / active EE | $7,342 | $6,772+8.4% | $6,461+13.6% | $4,248+72.8% |
| Participant deferral / active EE | $19,142 | $9,582+99.8% | $9,147+109.3% | $6,531+193.1% |
| Admin fee / account holder | $126 | $20,413-99.4% | $19,830-99.4% | $14,480-99.1% |