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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,404 | $197,637-66.9% | $177,848-63.2% | $158,982-58.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.00% | 58.77%-51.8pp | 48.33%-41.3pp | 302.99%-296.0pp |
| Employer contribution / active EE | $10,660 | $6,698+59.1% | $5,919+80.1% | $4,763+123.8% |
| Participant deferral / active EE | $11,143 | $8,405+32.6% | $7,714+44.5% | $5,983+86.2% |
| Admin fee / account holder | $289 | $15,406-98.1% | $12,431-97.7% | $11,252-97.4% |