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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,567 | $185,312-62.5% | $161,489-56.9% | $154,746-55.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.48% | 103.84%-87.4pp | 89.72%-73.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $11,459 | $4,769+140.3% | $4,268+168.5% | $4,379+161.7% |
| Participant deferral / active EE | $5,256 | $6,350-17.2% | $5,630-6.6% | $6,730-21.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |