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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,143 | $275,752-62.2% | $256,809-59.4% | $198,609-47.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.68% | 34.81%-20.1pp | 32.73%-18.0pp | 202.70%-188.0pp |
| Employer contribution / active EE | $5,803 | $7,721-24.8% | $7,263-20.1% | $5,055+14.8% |
| Participant deferral / active EE | $11,650 | $10,037+16.1% | $9,520+22.4% | $6,977+67.0% |
| Admin fee / account holder | $39 | $25,716-99.8% | $25,146-99.8% | $19,030-99.8% |