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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,594 | $153,769-76.2% | $133,975-72.7% | $273,972-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 84.51% | 36.51%+48.0pp | 29.29%+55.2pp | 41.46%+43.1pp |
| Employer contribution / active EE | $6,064 | $6,029+0.6% | $5,211+16.4% | $4,869+24.5% |
| Participant deferral / active EE | $12,266 | $6,958+76.3% | $6,282+95.3% | $5,287+132.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |