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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,088 | $212,386-54.8% | $199,883-51.9% | $138,895-30.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 26.85% | 47.75%-20.9pp | 43.81%-17.0pp | 145.39%-118.5pp |
| Employer contribution / active EE | $21,079 | $6,625+218.2% | $6,261+236.7% | $4,194+402.6% |
| Participant deferral / active EE | $12,799 | $9,617+33.1% | $9,138+40.1% | $6,396+100.1% |
| Admin fee / account holder | $166 | $18,233-99.1% | $17,268-99.0% | $12,562-98.7% |