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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,886 | $228,352-61.1% | $185,835-52.2% | $158,966-44.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.63% | 40.81%-24.2pp | 35.96%-19.3pp | 302.95%-286.3pp |
| Employer contribution / active EE | $7,846 | $4,967+58.0% | $4,087+92.0% | $4,762+64.8% |
| Participant deferral / active EE | $7,957 | $6,416+24.0% | $5,633+41.3% | $5,983+33.0% |
| Admin fee / account holder | $257 | $11,867-97.8% | $9,502-97.3% | $11,250-97.7% |