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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,888 | $201,372-61.3% | $184,260-57.7% | $145,884-46.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.33% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,391 | $7,024-66.0% | $6,427-62.8% | $4,662-48.7% |
| Participant deferral / active EE | $14,935 | $9,808+52.3% | $9,133+63.5% | $6,690+123.3% |
| Admin fee / account holder | $46 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |