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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,196 | $185,905-52.0% | $170,057-47.5% | $139,487-36.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.32% | 60.56%-41.2pp | 53.42%-34.1pp | 373.84%-354.5pp |
| Employer contribution / active EE | $15,047 | $7,597+98.1% | $6,790+121.6% | $4,755+216.5% |
| Participant deferral / active EE | $16,500 | $11,627+41.9% | $10,411+58.5% | $6,713+145.8% |
| Admin fee / account holder | $139 | $15,397-99.1% | $12,826-98.9% | $11,407-98.8% |