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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,902 | $227,291-54.3% | $214,702-51.6% | $155,188-33.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 24.28% | 60.08%-35.8pp | 54.55%-30.3pp | 148.84%-124.6pp |
| Employer contribution / active EE | $20,009 | $6,772+195.5% | $6,461+209.7% | $4,248+371.0% |
| Participant deferral / active EE | $23,500 | $9,582+145.3% | $9,147+156.9% | $6,531+259.8% |
| Admin fee / account holder | $226 | $20,413-98.9% | $19,830-98.9% | $14,480-98.4% |