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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,560 | $201,370-47.6% | $184,256-42.7% | $145,897-27.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.28% | 29.05%-8.8pp | 28.85%-8.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $13,327 | $7,024+89.7% | $6,427+107.3% | $4,663+185.8% |
| Participant deferral / active EE | $28,014 | $9,808+185.6% | $9,133+206.7% | $6,689+318.8% |
| Admin fee / account holder | $197 | $16,364-98.8% | $13,899-98.6% | $13,390-98.5% |