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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,669 | $172,111-41.5% | $150,298-33.0% | $137,256-26.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.22% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,514 | $4,636-67.3% | $4,154-63.5% | $4,156-63.6% |
| Participant deferral / active EE | $7,933 | $6,166+28.7% | $5,453+45.5% | $6,407+23.8% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |