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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,809 | $223,823-55.9% | $211,142-53.2% | $154,746-36.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.50% | 50.39%-26.9pp | 46.84%-23.3pp | 172.34%-148.8pp |
| Employer contribution / active EE | $8,651 | $6,787+27.5% | $6,442+34.3% | $4,379+97.6% |
| Participant deferral / active EE | $18,758 | $9,750+92.4% | $9,284+102.0% | $6,730+178.7% |
| Admin fee / account holder | $20 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |