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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,670 | $127,387-52.4% | $115,038-47.3% | $125,389-51.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 22.98% | 31.28%-8.3pp | 26.14%-3.2pp | 282.24%-259.3pp |
| Employer contribution / active EE | $16,790 | $5,166+225.0% | $4,608+264.4% | $4,866+245.0% |
| Participant deferral / active EE | $13,746 | $6,423+114.0% | $6,026+128.1% | $5,352+156.9% |
| Admin fee / account holder | $122 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |