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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,266 | $106,864-13.7% | $147,318-37.4% | $82,637+11.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.87% | 27.49%-7.6pp | 70.43%-50.6pp | 53.51%-33.6pp |
| Employer contribution / active EE | $7,316 | $3,417+114.1% | $4,593+59.3% | $2,552+186.7% |
| Participant deferral / active EE | $13,663 | $6,496+110.3% | $7,906+72.8% | $4,126+231.1% |
| Admin fee / account holder | $10 | $8,415-99.9% | $13,708-99.9% | $7,339-99.9% |