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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,947 | $201,344-63.3% | $184,243-59.9% | $145,877-49.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.83% | 29.01%-9.2pp | 28.82%-9.0pp | 551.28%-531.5pp |
| Employer contribution / active EE | $8,528 | $7,022+21.4% | $6,427+32.7% | $4,663+82.9% |
| Participant deferral / active EE | $17,170 | $9,807+75.1% | $9,132+88.0% | $6,691+156.6% |
| Admin fee / account holder | $52 | $16,382-99.7% | $13,914-99.6% | $13,402-99.6% |