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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,120 | $185,905-61.2% | $170,057-57.6% | $139,487-48.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.56% | 60.56%-25.0pp | 53.42%-17.9pp | 373.84%-338.3pp |
| Employer contribution / active EE | $8,521 | $7,597+12.2% | $6,790+25.5% | $4,755+79.2% |
| Participant deferral / active EE | $13,037 | $11,627+12.1% | $10,411+25.2% | $6,713+94.2% |
| Admin fee / account holder | $20 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |