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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,203 | $155,555-36.2% | $146,866-32.5% | $155,188-36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.67% | 115.41%-96.7pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $26,369 | $4,647+467.5% | $4,425+495.9% | $4,248+520.8% |
| Participant deferral / active EE | $12,000 | $8,044+49.2% | $7,759+54.7% | $6,531+83.7% |
| Admin fee / account holder | $245 | $14,755-98.3% | $13,620-98.2% | $14,480-98.3% |