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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,020 | $275,752-52.5% | $256,809-49.0% | $198,609-34.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.51% | 34.81%-21.3pp | 32.73%-19.2pp | 202.70%-189.2pp |
| Employer contribution / active EE | $10,098 | $7,721+30.8% | $7,263+39.0% | $5,055+99.7% |
| Participant deferral / active EE | $6,656 | $10,037-33.7% | $9,520-30.1% | $6,977-4.6% |
| Admin fee / account holder | $12 | $25,716-100.0% | $25,146-100.0% | $19,030-99.9% |