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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,364 | $228,395-70.1% | $185,861-63.2% | $158,982-57.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.73% | 40.82%-16.1pp | 35.96%-11.2pp | 302.99%-278.3pp |
| Employer contribution / active EE | $9,636 | $4,968+94.0% | $4,088+135.7% | $4,763+102.3% |
| Participant deferral / active EE | $12,383 | $6,417+93.0% | $5,634+119.8% | $5,983+106.9% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |