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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,310 | $227,291-64.7% | $214,702-62.6% | $155,188-48.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.24% | 60.08%-41.8pp | 54.55%-36.3pp | 148.84%-130.6pp |
| Employer contribution / active EE | $8,626 | $6,772+27.4% | $6,461+33.5% | $4,248+103.1% |
| Participant deferral / active EE | $18,480 | $9,582+92.9% | $9,147+102.0% | $6,531+183.0% |
| Admin fee / account holder | $203 | $20,413-99.0% | $19,830-99.0% | $14,480-98.6% |