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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,792 | $197,594-61.1% | $177,822-56.8% | $158,931-51.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.89% | 58.76%-47.9pp | 48.32%-37.4pp | 302.86%-292.0pp |
| Employer contribution / active EE | $8,842 | $6,697+32.0% | $5,918+49.4% | $4,761+85.7% |
| Participant deferral / active EE | $4,333 | $8,405-48.4% | $7,714-43.8% | $5,982-27.6% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |