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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,330 | $227,291-71.3% | $214,702-69.6% | $155,188-57.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 39.80% | 60.08%-20.3pp | 54.55%-14.7pp | 148.84%-109.0pp |
| Employer contribution / active EE | $9,142 | $6,772+35.0% | $6,461+41.5% | $4,248+115.2% |
| Participant deferral / active EE | $18,188 | $9,582+89.8% | $9,147+98.8% | $6,531+178.5% |
| Admin fee / account holder | $292 | $20,413-98.6% | $19,830-98.5% | $14,480-98.0% |