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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,963 | $209,336-55.6% | $197,124-52.8% | $137,256-32.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.72% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,423 | $6,591-63.2% | $6,227-61.1% | $4,156-41.7% |
| Participant deferral / active EE | $13,485 | $9,614+40.3% | $9,135+47.6% | $6,407+110.5% |
| Admin fee / account holder | $30 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |