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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,380 | $183,592-43.7% | $155,574-33.5% | $145,877-29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.83% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $10,563 | $5,317+98.7% | $4,676+125.9% | $4,663+126.5% |
| Participant deferral / active EE | $6,663 | $6,466+3.0% | $5,629+18.4% | $6,691-0.4% |
| Admin fee / account holder | $143 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |