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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,298 | $125,797-23.4% | $170,057-43.4% | $75,177+28.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.33% | 27.20%-11.9pp | 53.42%-38.1pp | 160.75%-145.4pp |
| Employer contribution / active EE | $19,006 | $4,616+311.7% | $6,790+179.9% | $2,671+611.5% |
| Participant deferral / active EE | $5,050 | $6,838-26.2% | $10,411-51.5% | $4,126+22.4% |
| Admin fee / account holder | $14 | $8,177-99.8% | $12,826-99.9% | $5,651-99.8% |