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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,249 | $197,594-57.4% | $177,822-52.6% | $158,931-47.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 66.05% | 58.76%+7.3pp | 48.32%+17.7pp | 302.86%-236.8pp |
| Employer contribution / active EE | $7,323 | $6,697+9.3% | $5,918+23.7% | $4,761+53.8% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,982+117.3% |
| Admin fee / account holder | $100 | $15,400-99.4% | $12,428-99.2% | $11,247-99.1% |