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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,635 | $183,516-58.2% | $155,534-50.7% | $145,884-47.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.52% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $3,560 | $5,315-33.0% | $4,675-23.9% | $4,662-23.6% |
| Participant deferral / active EE | $9,077 | $6,467+40.4% | $5,630+61.2% | $6,690+35.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |