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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,922 | $154,228-36.5% | $145,433-32.7% | $137,256-28.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.62% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $20,800 | $4,804+333.0% | $4,554+356.7% | $4,156+400.5% |
| Participant deferral / active EE | $20,800 | $8,216+153.2% | $7,897+163.4% | $6,407+224.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |