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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,256 | $227,291-63.4% | $214,702-61.2% | $155,188-46.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.53% | 60.08%-39.5pp | 54.55%-34.0pp | 148.84%-128.3pp |
| Employer contribution / active EE | $6,373 | $6,772-5.9% | $6,461-1.4% | $4,248+50.0% |
| Participant deferral / active EE | $18,845 | $9,582+96.7% | $9,147+106.0% | $6,531+188.5% |
| Admin fee / account holder | $30 | $20,413-99.9% | $19,830-99.8% | $14,480-99.8% |