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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,866 | $223,823-42.0% | $211,142-38.5% | $154,746-16.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.60% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $31,214 | $6,787+359.9% | $6,442+384.5% | $4,379+612.8% |
| Participant deferral / active EE | $16,487 | $9,750+69.1% | $9,284+77.6% | $6,730+145.0% |
| Admin fee / account holder | $274 | $19,707-98.6% | $19,076-98.6% | $14,365-98.1% |