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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,156 | $183,539-56.9% | $155,556-49.1% | $145,897-45.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,502 | $5,315+41.1% | $4,675+60.5% | $4,663+60.9% |
| Participant deferral / active EE | $4,547 | $6,467-29.7% | $5,631-19.2% | $6,689-32.0% |
| Admin fee / account holder | $9 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |