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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,992 | $211,105-42.7% | $178,449-32.2% | $145,978-17.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.89% | 30.19%-20.3pp | 27.09%-17.2pp | 550.52%-540.6pp |
| Employer contribution / active EE | $5,845 | $4,569+27.9% | $3,951+47.9% | $4,662+25.4% |
| Participant deferral / active EE | $12,304 | $6,959+76.8% | $6,277+96.0% | $6,690+83.9% |
| Admin fee / account holder | $24 | $12,017-99.8% | $10,362-99.8% | $13,400-99.8% |