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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,964 | $197,603-61.1% | $177,827-56.7% | $158,950-51.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.67% | 58.76%-32.1pp | 48.32%-21.7pp | 302.91%-276.2pp |
| Employer contribution / active EE | $10,716 | $6,698+60.0% | $5,918+81.1% | $4,762+125.0% |
| Participant deferral / active EE | $14,185 | $8,404+68.8% | $7,713+83.9% | $5,983+137.1% |
| Admin fee / account holder | $87 | $15,402-99.4% | $12,429-99.3% | $11,248-99.2% |