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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,407 | $201,370-45.2% | $184,256-40.1% | $145,897-24.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.90% | 29.05%-17.2pp | 28.85%-16.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $15,380 | $7,024+119.0% | $6,427+139.3% | $4,663+229.9% |
| Participant deferral / active EE | $6,502 | $9,808-33.7% | $9,133-28.8% | $6,689-2.8% |
| Admin fee / account holder | $28 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |