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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,049 | $212,386-58.5% | $199,883-55.9% | $138,895-36.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.16% | 47.75%-26.6pp | 43.81%-22.6pp | 145.39%-124.2pp |
| Employer contribution / active EE | $4,413 | $6,625-33.4% | $6,261-29.5% | $4,194+5.2% |
| Participant deferral / active EE | $18,070 | $9,617+87.9% | $9,138+97.7% | $6,396+182.5% |
| Admin fee / account holder | $292 | $18,233-98.4% | $17,268-98.3% | $12,562-97.7% |