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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,690 | $275,752-53.0% | $256,809-49.5% | $198,609-34.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.12% | 34.81%-14.7pp | 32.73%-12.6pp | 202.70%-182.6pp |
| Employer contribution / active EE | $12,666 | $7,721+64.1% | $7,263+74.4% | $5,055+150.5% |
| Participant deferral / active EE | $18,800 | $10,037+87.3% | $9,520+97.5% | $6,977+169.5% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |