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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,677 | $228,395-65.1% | $185,861-57.1% | $158,982-49.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.48% | 40.82%-11.3pp | 35.96%-6.5pp | 302.99%-273.5pp |
| Employer contribution / active EE | $10,207 | $4,968+105.5% | $4,088+149.7% | $4,763+114.3% |
| Participant deferral / active EE | $16,467 | $6,417+156.6% | $5,634+192.3% | $5,983+175.2% |
| Admin fee / account holder | $24 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |