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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,407 | $201,264-45.1% | $184,185-40.1% | $145,978-24.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.90% | 29.00%-17.1pp | 28.81%-16.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $15,380 | $7,021+119.1% | $6,426+139.4% | $4,662+229.9% |
| Participant deferral / active EE | $6,502 | $9,806-33.7% | $9,132-28.8% | $6,690-2.8% |
| Admin fee / account holder | $28 | $16,376-99.8% | $13,909-99.8% | $13,400-99.8% |