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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,667 | $196,972-41.8% | $182,262-37.1% | $198,609-42.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.77% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,071 | $5,364-42.7% | $5,046-39.1% | $5,055-39.2% |
| Participant deferral / active EE | $11,752 | $8,643+36.0% | $8,276+42.0% | $6,977+68.4% |
| Admin fee / account holder | $104 | $18,429-99.4% | $16,712-99.4% | $19,030-99.5% |