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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,332 | $201,370-72.0% | $184,256-69.4% | $145,897-61.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.96% | 29.05%-18.1pp | 28.85%-17.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $15,300 | $7,024+117.8% | $6,427+138.1% | $4,663+228.1% |
| Participant deferral / active EE | $9,812 | $9,8080% | $9,133+7.4% | $6,689+46.7% |
| Admin fee / account holder | $163 | $16,364-99.0% | $13,899-98.8% | $13,390-98.8% |