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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,615 | $197,637-65.3% | $177,848-61.4% | $158,982-56.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 17.07% | 58.77%-41.7pp | 48.33%-31.3pp | 302.99%-285.9pp |
| Employer contribution / active EE | $12,689 | $6,698+89.4% | $5,919+114.4% | $4,763+166.4% |
| Participant deferral / active EE | $10,308 | $8,405+22.6% | $7,714+33.6% | $5,983+72.3% |
| Admin fee / account holder | $13 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |