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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,811 | $209,336-60.9% | $197,124-58.5% | $137,256-40.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.61% | 48.09%-26.5pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $6,695 | $6,591+1.6% | $6,227+7.5% | $4,156+61.1% |
| Participant deferral / active EE | $8,698 | $9,614-9.5% | $9,135-4.8% | $6,407+35.8% |
| Admin fee / account holder | $82 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |