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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,923 | $135,905-47.1% | $126,068-42.9% | $198,609-63.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 12.95% | 14.07%-1.1pp | 15.01%-2.1pp | 202.70%-189.8pp |
| Employer contribution / active EE | $16,801 | $4,245+295.8% | $3,968+323.4% | $5,055+232.3% |
| Participant deferral / active EE | $16,317 | $8,523+91.4% | $8,214+98.6% | $6,977+133.9% |
| Admin fee / account holder | $60 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |