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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,474 | $201,259-46.1% | $184,200-41.1% | $145,959-25.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.33% | 28.98%-17.6pp | 28.80%-17.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $12,263 | $7,018+74.7% | $6,424+90.9% | $4,661+163.1% |
| Participant deferral / active EE | $4,089 | $9,806-58.3% | $9,132-55.2% | $6,689-38.9% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |