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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,128 | $183,627-60.7% | $155,602-53.6% | $145,978-50.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.31% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $7,989 | $5,316+50.3% | $4,675+70.9% | $4,662+71.4% |
| Participant deferral / active EE | $9,713 | $6,466+50.2% | $5,629+72.6% | $6,690+45.2% |
| Admin fee / account holder | $237 | $19,327-98.8% | $15,923-98.5% | $13,400-98.2% |