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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,064 | $275,752-61.9% | $256,809-59.1% | $198,609-47.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.27% | 34.81%-12.5pp | 32.73%-10.5pp | 202.70%-180.4pp |
| Employer contribution / active EE | $4,807 | $7,721-37.7% | $7,263-33.8% | $5,055-4.9% |
| Participant deferral / active EE | $18,585 | $10,037+85.2% | $9,520+95.2% | $6,977+166.4% |
| Admin fee / account holder | $201 | $25,716-99.2% | $25,146-99.2% | $19,030-98.9% |