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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,508 | $201,264-63.5% | $184,185-60.1% | $145,978-49.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.07% | 29.00%-10.9pp | 28.81%-10.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $12,511 | $7,021+78.2% | $6,426+94.7% | $4,662+168.4% |
| Participant deferral / active EE | $21,800 | $9,806+122.3% | $9,132+138.7% | $6,690+225.9% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |