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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,931 | $154,228-37.2% | $145,433-33.4% | $137,256-29.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 61.01% | 74.59%-13.6pp | 66.58%-5.6pp | 220.34%-159.3pp |
| Employer contribution / active EE | $25,490 | $4,804+430.6% | $4,554+459.7% | $4,156+513.3% |
| Participant deferral / active EE | $16,423 | $8,216+99.9% | $7,897+108.0% | $6,407+156.3% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |