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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,088 | $209,336-54.1% | $197,124-51.3% | $137,256-30.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.85% | 48.09%-21.2pp | 44.34%-17.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $21,079 | $6,591+219.8% | $6,227+238.5% | $4,156+407.2% |
| Participant deferral / active EE | $12,799 | $9,614+33.1% | $9,135+40.1% | $6,407+99.8% |
| Admin fee / account holder | $166 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |