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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,173 | $223,823-68.2% | $211,142-66.3% | $154,746-54.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.83% | 50.39%-25.6pp | 46.84%-22.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $10,609 | $6,787+56.3% | $6,442+64.7% | $4,379+142.3% |
| Participant deferral / active EE | $10,038 | $9,750+2.9% | $9,284+8.1% | $6,730+49.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |