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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,438 | $209,336-35.3% | $197,124-31.3% | $137,256-1.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.87% | 48.09%-26.2pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $17,129 | $6,591+159.9% | $6,227+175.0% | $4,156+312.1% |
| Participant deferral / active EE | $19,169 | $9,614+99.4% | $9,135+109.9% | $6,407+199.2% |
| Admin fee / account holder | $76 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |