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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,026 | $155,555-45.3% | $146,866-42.1% | $155,188-45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.59% | 115.41%-98.8pp | 102.85%-86.3pp | 148.84%-132.2pp |
| Employer contribution / active EE | $17,019 | $4,647+266.2% | $4,425+284.6% | $4,248+300.6% |
| Participant deferral / active EE | $14,808 | $8,044+84.1% | $7,759+90.8% | $6,531+126.7% |
| Admin fee / account holder | $87 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |