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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,606 | $162,136-52.1% | $152,301-49.0% | $154,746-49.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.16% | 91.02%-68.9pp | 80.50%-58.3pp | 172.34%-150.2pp |
| Employer contribution / active EE | $9,270 | $4,890+89.6% | $4,624+100.5% | $4,379+111.7% |
| Participant deferral / active EE | $4,244 | $8,341-49.1% | $8,004-47.0% | $6,730-36.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |