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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,441 | $209,336-52.5% | $197,124-49.6% | $137,256-27.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.81% | 48.09%-23.3pp | 44.34%-19.5pp | 220.34%-195.5pp |
| Employer contribution / active EE | $3,765 | $6,591-42.9% | $6,227-39.5% | $4,156-9.4% |
| Participant deferral / active EE | $24,659 | $9,614+156.5% | $9,135+170.0% | $6,407+284.9% |
| Admin fee / account holder | $189 | $17,308-98.9% | $16,298-98.8% | $12,270-98.5% |