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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,355 | $155,555-37.4% | $146,866-33.7% | $155,188-37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.56% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $8,013 | $4,647+72.5% | $4,425+81.1% | $4,248+88.6% |
| Participant deferral / active EE | $14,129 | $8,044+75.6% | $7,759+82.1% | $6,531+116.3% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |