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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,831 | $215,361-59.2% | $171,082-48.7% | $273,972-67.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 64.60% | 25.14%+39.5pp | 32.56%+32.0pp | 41.46%+23.1pp |
| Employer contribution / active EE | $3,011 | $4,967-39.4% | $4,002-24.8% | $4,869-38.1% |
| Participant deferral / active EE | $17,371 | $5,543+213.4% | $4,797+262.1% | $5,287+228.5% |
| Admin fee / account holder | $142 | $10,846-98.7% | $8,520-98.3% | $10,133-98.6% |