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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,917 | $183,516-65.2% | $155,534-58.9% | $145,884-56.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $6,668 | $5,315+25.5% | $4,675+42.6% | $4,662+43.0% |
| Participant deferral / active EE | $25,021 | $6,467+286.9% | $5,630+344.4% | $6,690+274.0% |
| Admin fee / account holder | $230 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |