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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,605 | $223,823-57.7% | $211,142-55.2% | $154,746-38.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.92% | 50.39%-26.5pp | 46.84%-22.9pp | 172.34%-148.4pp |
| Employer contribution / active EE | $6,010 | $6,787-11.4% | $6,442-6.7% | $4,379+37.2% |
| Participant deferral / active EE | $21,917 | $9,750+124.8% | $9,284+136.1% | $6,730+225.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |