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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,474 | $201,370-46.1% | $184,256-41.1% | $145,897-25.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.33% | 29.05%-17.7pp | 28.85%-17.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $12,263 | $7,024+74.6% | $6,427+90.8% | $4,663+163.0% |
| Participant deferral / active EE | $4,089 | $9,808-58.3% | $9,133-55.2% | $6,689-38.9% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |