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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,932 | $209,336-43.7% | $197,124-40.2% | $137,256-14.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.63% | 48.09%-20.5pp | 44.34%-16.7pp | 220.34%-192.7pp |
| Employer contribution / active EE | $4,581 | $6,591-30.5% | $6,227-26.4% | $4,156+10.2% |
| Participant deferral / active EE | $6,480 | $9,614-32.6% | $9,135-29.1% | $6,407+1.1% |
| Admin fee / account holder | $21 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |