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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,417 | $154,228-44.6% | $145,433-41.3% | $137,256-37.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.38% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $10,924 | $4,804+127.4% | $4,554+139.8% | $4,156+162.8% |
| Participant deferral / active EE | $11,365 | $8,216+38.3% | $7,897+43.9% | $6,407+77.4% |
| Admin fee / account holder | $10 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |