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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,404 | $174,379-49.9% | $152,093-42.5% | $138,895-37.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.02% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $16,135 | $4,652+246.9% | $4,175+286.5% | $4,194+284.7% |
| Participant deferral / active EE | $14,177 | $6,159+130.2% | $5,451+160.1% | $6,396+121.6% |
| Admin fee / account holder | $28 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |