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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,890 | $172,111-42.5% | $150,298-34.2% | $137,256-28.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.02% | 69.37%-52.3pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,681 | $4,636-63.7% | $4,154-59.5% | $4,156-59.6% |
| Participant deferral / active EE | $7,670 | $6,166+24.4% | $5,453+40.7% | $6,407+19.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |