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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,330 | $212,386-69.2% | $199,883-67.3% | $138,895-53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 39.80% | 47.75%-7.9pp | 43.81%-4.0pp | 145.39%-105.6pp |
| Employer contribution / active EE | $9,142 | $6,625+38.0% | $6,261+46.0% | $4,194+118.0% |
| Participant deferral / active EE | $18,188 | $9,617+89.1% | $9,138+99.0% | $6,396+184.3% |
| Admin fee / account holder | $292 | $18,233-98.4% | $17,268-98.3% | $12,562-97.7% |