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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,769 | $197,637-45.5% | $177,848-39.4% | $158,982-32.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.89% | 58.77%-38.9pp | 48.33%-28.4pp | 302.99%-283.1pp |
| Employer contribution / active EE | $18,905 | $6,698+182.2% | $5,919+219.4% | $4,763+296.9% |
| Participant deferral / active EE | $10,408 | $8,405+23.8% | $7,714+34.9% | $5,983+73.9% |
| Admin fee / account holder | $119 | $15,406-99.2% | $12,431-99.0% | $11,252-98.9% |