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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,014 | $209,336-45.5% | $197,124-42.2% | $137,256-16.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.82% | 48.09%-29.3pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $11,279 | $6,591+71.1% | $6,227+81.1% | $4,156+171.4% |
| Participant deferral / active EE | $20,660 | $9,614+114.9% | $9,135+126.2% | $6,407+222.5% |
| Admin fee / account holder | $85 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |