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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,852 | $275,752-70.7% | $256,809-68.5% | $198,609-59.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 26.74% | 34.81%-8.1pp | 32.73%-6.0pp | 202.70%-176.0pp |
| Employer contribution / active EE | $7,073 | $7,721-8.4% | $7,263-2.6% | $5,055+39.9% |
| Participant deferral / active EE | $15,311 | $10,037+52.5% | $9,520+60.8% | $6,977+119.5% |
| Admin fee / account holder | $156 | $25,716-99.4% | $25,146-99.4% | $19,030-99.2% |