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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,345 | $155,555-39.3% | $146,866-35.8% | $155,188-39.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 28.06% | 115.41%-87.4pp | 102.85%-74.8pp | 148.84%-120.8pp |
| Employer contribution / active EE | $10,350 | $4,647+122.7% | $4,425+133.9% | $4,248+143.7% |
| Participant deferral / active EE | $22,425 | $8,044+178.8% | $7,759+189.0% | $6,531+243.4% |
| Admin fee / account holder | $148 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |