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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,667 | $228,395-60.7% | $185,861-51.8% | $158,982-43.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.37% | 40.82%-25.4pp | 35.96%-20.6pp | 302.99%-287.6pp |
| Employer contribution / active EE | $20,048 | $4,968+303.6% | $4,088+390.4% | $4,763+320.9% |
| Participant deferral / active EE | $7,022 | $6,417+9.4% | $5,634+24.6% | $5,983+17.4% |
| Admin fee / account holder | $233 | $11,869-98.0% | $9,503-97.5% | $11,252-97.9% |