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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,479 | $172,111-67.8% | $150,298-63.1% | $137,256-59.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.78% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $8,669 | $4,636+87.0% | $4,154+108.7% | $4,156+108.6% |
| Participant deferral / active EE | $8,455 | $6,166+37.1% | $5,453+55.1% | $6,407+32.0% |
| Admin fee / account holder | $3 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |