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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,852 | $209,336-61.4% | $197,124-59.0% | $137,256-41.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.74% | 48.09%-21.3pp | 44.34%-17.6pp | 220.34%-193.6pp |
| Employer contribution / active EE | $7,073 | $6,591+7.3% | $6,227+13.6% | $4,156+70.2% |
| Participant deferral / active EE | $15,311 | $9,614+59.3% | $9,135+67.6% | $6,407+139.0% |
| Admin fee / account holder | $156 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |