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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,508 | $201,370-63.5% | $184,256-60.1% | $145,897-49.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.07% | 29.05%-11.0pp | 28.85%-10.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $12,511 | $7,024+78.1% | $6,427+94.7% | $4,663+168.3% |
| Participant deferral / active EE | $21,800 | $9,808+122.3% | $9,133+138.7% | $6,689+225.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |