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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,906 | $171,930-39.6% | $151,266-31.3% | $154,746-32.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 45.30% | 242.03%-196.7pp | 180.60%-135.3pp | 172.34%-127.0pp |
| Employer contribution / active EE | $8,868 | $4,710+88.3% | $4,237+109.3% | $4,379+102.5% |
| Participant deferral / active EE | $14,058 | $8,191+71.6% | $7,337+91.6% | $6,730+108.9% |
| Admin fee / account holder | $212 | $15,803-98.7% | $13,159-98.4% | $14,365-98.5% |