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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,902 | $209,336-50.4% | $197,124-47.3% | $137,256-24.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.28% | 48.09%-23.8pp | 44.34%-20.1pp | 220.34%-196.1pp |
| Employer contribution / active EE | $20,009 | $6,591+203.6% | $6,227+221.3% | $4,156+381.4% |
| Participant deferral / active EE | $23,500 | $9,614+144.4% | $9,135+157.3% | $6,407+266.8% |
| Admin fee / account holder | $226 | $17,308-98.7% | $16,298-98.6% | $12,270-98.2% |