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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,520 | $154,228-33.5% | $145,433-29.5% | $137,256-25.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.91% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,091 | $4,804+47.6% | $4,554+55.7% | $4,156+70.6% |
| Participant deferral / active EE | $14,524 | $8,216+76.8% | $7,897+83.9% | $6,407+126.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |