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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,404 | $181,062-51.7% | $158,223-44.8% | $155,188-43.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.02% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $16,135 | $4,565+253.5% | $4,109+292.7% | $4,248+279.8% |
| Participant deferral / active EE | $14,177 | $6,134+131.1% | $5,467+159.3% | $6,531+117.1% |
| Admin fee / account holder | $28 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |