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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,339 | $201,344-63.1% | $184,243-59.7% | $145,877-49.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.25% | 29.01%-17.8pp | 28.82%-17.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $12,874 | $7,022+83.3% | $6,427+100.3% | $4,663+176.1% |
| Participant deferral / active EE | $10,389 | $9,807+5.9% | $9,132+13.8% | $6,691+55.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |