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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,634 | $156,398-36.9% | $147,318-33.0% | $138,895-29.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.01% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $19,764 | $4,853+307.2% | $4,593+330.3% | $4,194+371.2% |
| Participant deferral / active EE | $48,200 | $8,237+485.1% | $7,906+509.6% | $6,396+653.6% |
| Admin fee / account holder | $113 | $14,976-99.2% | $13,708-99.2% | $12,562-99.1% |