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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,014 | $223,823-49.1% | $211,142-46.0% | $154,746-26.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.82% | 50.39%-31.6pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $11,279 | $6,787+66.2% | $6,442+75.1% | $4,379+157.6% |
| Participant deferral / active EE | $20,660 | $9,750+111.9% | $9,284+122.5% | $6,730+207.0% |
| Admin fee / account holder | $85 | $19,707-99.6% | $19,076-99.6% | $14,365-99.4% |