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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,866 | $209,336-38.0% | $197,124-34.1% | $137,256-5.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.60% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $31,214 | $6,591+373.6% | $6,227+401.2% | $4,156+651.1% |
| Participant deferral / active EE | $16,487 | $9,614+71.5% | $9,135+80.5% | $6,407+157.3% |
| Admin fee / account holder | $274 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |