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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,496 | $201,344-45.1% | $184,243-40.0% | $145,877-24.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.91% | 29.01%-15.1pp | 28.82%-14.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $9,796 | $7,022+39.5% | $6,427+52.4% | $4,663+110.1% |
| Participant deferral / active EE | $11,231 | $9,807+14.5% | $9,132+23.0% | $6,691+67.9% |
| Admin fee / account holder | $63 | $16,382-99.6% | $13,914-99.5% | $13,402-99.5% |