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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,633 | $183,592-41.9% | $155,574-31.5% | $145,877-26.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $9,328 | $5,317+75.5% | $4,676+99.5% | $4,663+100.1% |
| Participant deferral / active EE | $8,253 | $6,466+27.6% | $5,629+46.6% | $6,691+23.4% |
| Admin fee / account holder | $40 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |