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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,767 | $197,625-51.0% | $177,840-45.6% | $158,966-39.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.56% | 58.76%-38.2pp | 48.32%-27.8pp | 302.95%-282.4pp |
| Employer contribution / active EE | $13,406 | $6,698+100.2% | $5,919+126.5% | $4,762+181.5% |
| Participant deferral / active EE | $13,338 | $8,405+58.7% | $7,714+72.9% | $5,983+122.9% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |