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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,800 | $209,336-46.1% | $197,124-42.8% | $137,256-17.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.32% | 48.09%-20.8pp | 44.34%-17.0pp | 220.34%-193.0pp |
| Employer contribution / active EE | $5,215 | $6,591-20.9% | $6,227-16.3% | $4,156+25.5% |
| Participant deferral / active EE | $13,253 | $9,614+37.9% | $9,135+45.1% | $6,407+106.9% |
| Admin fee / account holder | $6 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |