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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,985 | $201,372-65.7% | $184,260-62.6% | $145,884-52.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.64% | 29.04%-14.4pp | 28.84%-14.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $9,107 | $7,024+29.7% | $6,427+41.7% | $4,662+95.3% |
| Participant deferral / active EE | $13,489 | $9,808+37.5% | $9,133+47.7% | $6,690+101.6% |
| Admin fee / account holder | $72 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |