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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,852 | $165,361-58.4% | $149,715-54.0% | $158,950-56.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.93% | 348.24%-330.3pp | 276.66%-258.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $8,222 | $5,103+61.1% | $4,645+77.0% | $4,762+72.7% |
| Participant deferral / active EE | $14,933 | $7,182+107.9% | $6,842+118.3% | $5,983+149.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |