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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,840 | $183,627-42.9% | $155,602-32.6% | $145,978-28.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.55% | 61.32%-45.8pp | 64.81%-49.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $27,562 | $5,316+418.4% | $4,675+489.5% | $4,662+491.2% |
| Participant deferral / active EE | $16,095 | $6,466+148.9% | $5,629+185.9% | $6,690+140.6% |
| Admin fee / account holder | $67 | $19,327-99.7% | $15,923-99.6% | $13,400-99.5% |