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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,749 | $232,540-56.2% | $185,117-45.0% | $147,586-31.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.27% | 43.03%-23.8pp | 40.50%-21.2pp | 578.59%-559.3pp |
| Employer contribution / active EE | $6,619 | $5,195+27.4% | $4,182+58.3% | $4,876+35.7% |
| Participant deferral / active EE | $8,587 | $5,834+47.2% | $5,045+70.2% | $5,439+57.9% |
| Admin fee / account holder | $108 | $10,275-99.0% | $8,159-98.7% | $10,886-99.0% |