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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,402 | $154,228-35.5% | $145,433-31.7% | $137,256-27.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.94% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $21,751 | $4,804+352.8% | $4,554+377.6% | $4,156+423.4% |
| Participant deferral / active EE | $23,726 | $8,216+188.8% | $7,897+200.4% | $6,407+270.3% |
| Admin fee / account holder | $89 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |