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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,108 | $185,883-33.8% | $170,043-27.6% | $139,466-11.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.64% | 60.54%-41.9pp | 53.40%-34.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $8,768 | $7,596+15.4% | $6,790+29.1% | $4,754+84.4% |
| Participant deferral / active EE | $9,252 | $11,626-20.4% | $10,410-11.1% | $6,712+37.8% |
| Admin fee / account holder | $4 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |