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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,638 | $156,398-36.3% | $147,318-32.4% | $138,895-28.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.72% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $14,750 | $4,853+203.9% | $4,593+221.2% | $4,194+251.7% |
| Participant deferral / active EE | $13,714 | $8,237+66.5% | $7,906+73.4% | $6,396+114.4% |
| Admin fee / account holder | $110 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |