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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,988 | $162,812-38.6% | $133,971-25.4% | $158,966-37.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.64% | 41.94%-26.3pp | 45.09%-29.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $9,045 | $4,976+81.8% | $3,919+130.8% | $4,762+89.9% |
| Participant deferral / active EE | $6,763 | $5,910+14.4% | $5,047+34.0% | $5,983+13.0% |
| Admin fee / account holder | -$2,234 | $11,741-119.0% | $8,929-125.0% | $11,250-119.9% |