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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,493 | $201,259-52.6% | $184,200-48.2% | $145,959-34.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.69% | 28.98%-12.3pp | 28.80%-12.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $17,550 | $7,018+150.1% | $6,424+173.2% | $4,661+276.5% |
| Participant deferral / active EE | $15,039 | $9,806+53.4% | $9,132+64.7% | $6,689+124.8% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |