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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,652 | $209,336-52.9% | $197,124-50.0% | $137,256-28.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 43.93% | 48.09%-4.2pp | 44.34%-0.4pp | 220.34%-176.4pp |
| Employer contribution / active EE | $4,919 | $6,591-25.4% | $6,227-21.0% | $4,156+18.4% |
| Participant deferral / active EE | $10,896 | $9,614+13.3% | $9,135+19.3% | $6,407+70.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |