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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,114 | $209,336-61.7% | $197,124-59.4% | $137,256-41.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.08% | 48.09%-18.0pp | 44.34%-14.3pp | 220.34%-190.3pp |
| Employer contribution / active EE | $13,516 | $6,591+105.1% | $6,227+117.0% | $4,156+225.2% |
| Participant deferral / active EE | $7,736 | $9,614-19.5% | $9,135-15.3% | $6,407+20.7% |
| Admin fee / account holder | $30 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |