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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,216 | $212,386-40.6% | $199,883-36.9% | $138,895-9.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.06% | 47.75%-31.7pp | 43.81%-27.7pp | 145.39%-129.3pp |
| Employer contribution / active EE | $8,956 | $6,625+35.2% | $6,261+43.0% | $4,194+113.5% |
| Participant deferral / active EE | $7,788 | $9,617-19.0% | $9,138-14.8% | $6,396+21.8% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |