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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,355 | $174,379-48.2% | $152,093-40.6% | $138,895-34.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.71% | 74.86%-52.1pp | 66.36%-43.6pp | 145.39%-122.7pp |
| Employer contribution / active EE | $9,618 | $4,652+106.8% | $4,175+130.4% | $4,194+129.3% |
| Participant deferral / active EE | $9,780 | $6,159+58.8% | $5,451+79.4% | $6,396+52.9% |
| Admin fee / account holder | $23 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |