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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,792 | $197,637-61.1% | $177,848-56.8% | $158,982-51.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.89% | 58.77%-47.9pp | 48.33%-37.4pp | 302.99%-292.1pp |
| Employer contribution / active EE | $8,842 | $6,698+32.0% | $5,919+49.4% | $4,763+85.6% |
| Participant deferral / active EE | $4,333 | $8,405-48.4% | $7,714-43.8% | $5,983-27.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |