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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,049 | $227,291-61.3% | $214,702-59.0% | $155,188-43.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.16% | 60.08%-38.9pp | 54.55%-33.4pp | 148.84%-127.7pp |
| Employer contribution / active EE | $4,413 | $6,772-34.8% | $6,461-31.7% | $4,248+3.9% |
| Participant deferral / active EE | $18,070 | $9,582+88.6% | $9,147+97.6% | $6,531+176.7% |
| Admin fee / account holder | $292 | $20,413-98.6% | $19,830-98.5% | $14,480-98.0% |