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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,145 | $172,111-38.9% | $150,298-30.0% | $137,256-23.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.95% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $7,868 | $4,636+69.7% | $4,154+89.4% | $4,156+89.3% |
| Participant deferral / active EE | $9,416 | $6,166+52.7% | $5,453+72.7% | $6,407+47.0% |
| Admin fee / account holder | $259 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |