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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,626 | $154,228-35.4% | $145,433-31.5% | $137,256-27.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.46% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,712 | $4,804-43.5% | $4,554-40.5% | $4,156-34.7% |
| Participant deferral / active EE | $25,483 | $8,216+210.1% | $7,897+222.7% | $6,407+297.7% |
| Admin fee / account holder | $37 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |