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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,302 | $201,344-48.2% | $184,243-43.4% | $145,877-28.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.76% | 29.01%-11.3pp | 28.82%-11.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $12,734 | $7,022+81.3% | $6,427+98.1% | $4,663+173.1% |
| Participant deferral / active EE | $12,662 | $9,807+29.1% | $9,132+38.6% | $6,691+89.2% |
| Admin fee / account holder | $149 | $16,382-99.1% | $13,914-98.9% | $13,402-98.9% |