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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,025 | $185,883-48.3% | $170,043-43.5% | $139,466-31.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 24.31% | 60.54%-36.2pp | 53.40%-29.1pp | 373.66%-349.4pp |
| Employer contribution / active EE | $12,018 | $7,596+58.2% | $6,790+77.0% | $4,754+152.8% |
| Participant deferral / active EE | $16,337 | $11,626+40.5% | $10,410+56.9% | $6,712+143.4% |
| Admin fee / account holder | $54 | $15,393-99.6% | $12,824-99.6% | $11,409-99.5% |