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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,535 | $223,823-42.6% | $211,142-39.1% | $154,746-16.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.89% | 50.39%-27.5pp | 46.84%-23.9pp | 172.34%-149.4pp |
| Employer contribution / active EE | $22,278 | $6,787+228.3% | $6,442+245.8% | $4,379+408.7% |
| Participant deferral / active EE | $14,674 | $9,750+50.5% | $9,284+58.1% | $6,730+118.0% |
| Admin fee / account holder | $206 | $19,707-99.0% | $19,076-98.9% | $14,365-98.6% |