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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,039 | $201,372-49.8% | $184,260-45.2% | $145,884-30.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.97% | 29.04%-10.1pp | 28.84%-9.9pp | 551.85%-532.9pp |
| Employer contribution / active EE | $12,395 | $7,024+76.5% | $6,427+92.8% | $4,662+165.9% |
| Participant deferral / active EE | $20,607 | $9,808+110.1% | $9,133+125.6% | $6,690+208.1% |
| Admin fee / account holder | $75 | $16,362-99.5% | $13,898-99.5% | $13,392-99.4% |