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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,963 | $212,386-56.2% | $199,883-53.5% | $138,895-33.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.72% | 47.75%-27.0pp | 43.81%-23.1pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,423 | $6,625-63.4% | $6,261-61.3% | $4,194-42.2% |
| Participant deferral / active EE | $13,485 | $9,617+40.2% | $9,138+47.6% | $6,396+110.8% |
| Admin fee / account holder | $30 | $18,233-99.8% | $17,268-99.8% | $12,562-99.8% |