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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,402 | $197,625-48.7% | $177,840-43.0% | $158,966-36.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.62% | 58.76%-49.1pp | 48.32%-38.7pp | 302.95%-293.3pp |
| Employer contribution / active EE | $9,769 | $6,698+45.9% | $5,919+65.1% | $4,762+105.1% |
| Participant deferral / active EE | $8,277 | $8,405-1.5% | $7,714+7.3% | $5,983+38.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |