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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,985 | $209,336-69.0% | $197,124-67.0% | $137,256-52.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.04% | 48.09%-26.0pp | 44.34%-22.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $17,381 | $6,591+163.7% | $6,227+179.1% | $4,156+318.2% |
| Participant deferral / active EE | $11,720 | $9,614+21.9% | $9,135+28.3% | $6,407+82.9% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |