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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,978 | $135,956-45.6% | $123,894-40.3% | $273,972-73.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 76.40% | 56.63%+19.8pp | 47.52%+28.9pp | 41.46%+34.9pp |
| Employer contribution / active EE | $8,733 | $5,170+68.9% | $4,617+89.2% | $4,869+79.4% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |