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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,815 | $54,541+57.3% | $78,778+8.9% | $70,126+22.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 17.74% | 21.07%-3.3pp | 35.62%-17.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $3,986 | $1,089+266.2% | $1,986+100.7% | $2,343+70.2% |
| Participant deferral / active EE | $4,187 | $2,210+89.5% | $2,958+41.5% | $3,332+25.7% |
| Admin fee / account holder | $93 | $3,709-97.5% | $5,134-98.2% | $4,645-98.0% |