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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,625 | $154,228-56.8% | $145,433-54.2% | $137,256-51.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.10% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,628 | $4,804+100.4% | $4,554+111.4% | $4,156+131.7% |
| Participant deferral / active EE | $14,067 | $8,216+71.2% | $7,897+78.1% | $6,407+119.6% |
| Admin fee / account holder | $71 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |