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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,095 | $172,111-53.5% | $150,298-46.7% | $137,256-41.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.30% | 69.37%-44.1pp | 62.79%-37.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $8,858 | $4,636+91.1% | $4,154+113.2% | $4,156+113.1% |
| Participant deferral / active EE | $8,594 | $6,166+39.4% | $5,453+57.6% | $6,407+34.1% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |