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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,833 | $197,637-62.1% | $177,848-57.9% | $158,982-52.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.69% | 58.77%-41.1pp | 48.33%-30.6pp | 302.99%-285.3pp |
| Employer contribution / active EE | $11,764 | $6,698+75.6% | $5,919+98.8% | $4,763+147.0% |
| Participant deferral / active EE | $7,794 | $8,405-7.3% | $7,714+1.0% | $5,983+30.3% |
| Admin fee / account holder | $95 | $15,406-99.4% | $12,431-99.2% | $11,252-99.2% |