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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,194 | $223,823-61.5% | $211,142-59.2% | $154,746-44.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.57% | 50.39%-38.8pp | 46.84%-35.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $6,423 | $6,787-5.4% | $6,442-0.3% | $4,379+46.7% |
| Participant deferral / active EE | $10,219 | $9,750+4.8% | $9,284+10.1% | $6,730+51.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |