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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,037 | $209,336-49.3% | $197,124-46.2% | $137,256-22.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.89% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $10,337 | $6,591+56.8% | $6,227+66.0% | $4,156+148.7% |
| Participant deferral / active EE | $16,440 | $9,614+71.0% | $9,135+80.0% | $6,407+156.6% |
| Admin fee / account holder | $84 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |