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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,496 | $201,370-45.1% | $184,256-40.0% | $145,897-24.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.91% | 29.05%-15.1pp | 28.85%-14.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $9,796 | $7,024+39.5% | $6,427+52.4% | $4,663+110.1% |
| Participant deferral / active EE | $11,231 | $9,808+14.5% | $9,133+23.0% | $6,689+67.9% |
| Admin fee / account holder | $63 | $16,364-99.6% | $13,899-99.5% | $13,390-99.5% |