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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,310 | $223,823-64.1% | $211,142-62.0% | $154,746-48.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.24% | 50.39%-32.2pp | 46.84%-28.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $8,626 | $6,787+27.1% | $6,442+33.9% | $4,379+97.0% |
| Participant deferral / active EE | $18,480 | $9,750+89.5% | $9,284+99.1% | $6,730+174.6% |
| Admin fee / account holder | $203 | $19,707-99.0% | $19,076-98.9% | $14,365-98.6% |