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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,380 | $183,539-43.7% | $155,556-33.5% | $145,897-29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $10,563 | $5,315+98.7% | $4,675+125.9% | $4,663+126.5% |
| Participant deferral / active EE | $6,663 | $6,467+3.0% | $5,631+18.3% | $6,689-0.4% |
| Admin fee / account holder | $143 | $19,275-99.3% | $15,885-99.1% | $13,390-98.9% |