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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,852 | $223,823-55.4% | $211,142-52.7% | $154,746-35.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.95% | 50.39%-29.4pp | 46.84%-25.9pp | 172.34%-151.4pp |
| Employer contribution / active EE | $12,023 | $6,787+77.2% | $6,442+86.6% | $4,379+174.6% |
| Participant deferral / active EE | $9,711 | $9,750-0.4% | $9,284+4.6% | $6,730+44.3% |
| Admin fee / account holder | $183 | $19,707-99.1% | $19,076-99.0% | $14,365-98.7% |