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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,928 | $155,555-28.7% | $146,866-24.5% | $155,188-28.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.12% | 115.41%-93.3pp | 102.85%-80.7pp | 148.84%-126.7pp |
| Employer contribution / active EE | $9,443 | $4,647+103.2% | $4,425+113.4% | $4,248+122.3% |
| Participant deferral / active EE | $22,628 | $8,044+181.3% | $7,759+191.6% | $6,531+246.5% |
| Admin fee / account holder | $174 | $14,755-98.8% | $13,620-98.7% | $14,480-98.8% |