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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,533 | $201,370-71.9% | $184,256-69.3% | $145,897-61.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.83% | 29.05%-19.2pp | 28.85%-19.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $9,940 | $7,024+41.5% | $6,427+54.7% | $4,663+113.2% |
| Participant deferral / active EE | $11,431 | $9,808+16.5% | $9,133+25.2% | $6,689+70.9% |
| Admin fee / account holder | $75 | $16,364-99.5% | $13,899-99.5% | $13,390-99.4% |