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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,287 | $201,344-52.2% | $184,243-47.7% | $145,877-34.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.50% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $15,130 | $7,022+115.5% | $6,427+135.4% | $4,663+224.5% |
| Participant deferral / active EE | $12,576 | $9,807+28.2% | $9,132+37.7% | $6,691+88.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |