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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,917 | $183,592-65.2% | $155,567-58.9% | $145,959-56.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $6,668 | $5,315+25.5% | $4,674+42.7% | $4,661+43.1% |
| Participant deferral / active EE | $25,021 | $6,464+287.1% | $5,628+344.6% | $6,689+274.1% |
| Admin fee / account holder | $230 | $19,318-98.8% | $15,916-98.6% | $13,398-98.3% |