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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,649 | $154,228-40.6% | $145,433-37.0% | $137,256-33.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.87% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $6,909 | $4,804+43.8% | $4,554+51.7% | $4,156+66.2% |
| Participant deferral / active EE | $15,350 | $8,216+86.8% | $7,897+94.4% | $6,407+139.6% |
| Admin fee / account holder | $207 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |