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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,364 | $156,398-43.5% | $147,318-40.0% | $138,895-36.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.52% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $7,467 | $4,853+53.8% | $4,593+62.6% | $4,194+78.0% |
| Participant deferral / active EE | $7,812 | $8,237-5.2% | $7,906-1.2% | $6,396+22.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |