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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,931 | $197,625-65.6% | $177,840-61.8% | $158,966-57.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.12% | 58.76%-38.6pp | 48.32%-28.2pp | 302.95%-282.8pp |
| Employer contribution / active EE | $13,266 | $6,698+98.1% | $5,919+124.1% | $4,762+178.6% |
| Participant deferral / active EE | $9,596 | $8,405+14.2% | $7,714+24.4% | $5,983+60.4% |
| Admin fee / account holder | $125 | $15,405-99.2% | $12,431-99.0% | $11,250-98.9% |