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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,447 | $162,136-51.0% | $152,301-47.8% | $154,746-48.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.40% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $11,033 | $4,890+125.6% | $4,624+138.6% | $4,379+152.0% |
| Participant deferral / active EE | $12,040 | $8,341+44.4% | $8,004+50.4% | $6,730+78.9% |
| Admin fee / account holder | $92 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |