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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,829 | $196,972-44.2% | $182,262-39.7% | $198,609-44.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 24.55% | 158.27%-133.7pp | 140.60%-116.0pp | 202.70%-178.1pp |
| Employer contribution / active EE | $9,217 | $5,364+71.8% | $5,046+82.7% | $5,055+82.3% |
| Participant deferral / active EE | $23,500 | $8,643+171.9% | $8,276+183.9% | $6,977+236.8% |
| Admin fee / account holder | $106 | $18,429-99.4% | $16,712-99.4% | $19,030-99.4% |