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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,781 | $99,875-17.1% | $146,866-43.6% | $86,983-4.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.24% | 28.10%-5.9pp | 102.85%-80.6pp | 25.83%-3.6pp |
| Employer contribution / active EE | $7,448 | $3,224+131.0% | $4,425+68.3% | $2,584+188.2% |
| Participant deferral / active EE | $14,043 | $6,322+122.1% | $7,759+81.0% | $4,194+234.9% |
| Admin fee / account holder | $81 | $7,838-99.0% | $13,620-99.4% | $7,856-99.0% |