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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,758 | $209,336-64.8% | $197,124-62.6% | $137,256-46.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.95% | 48.09%-22.1pp | 44.34%-18.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $14,209 | $6,591+115.6% | $6,227+128.2% | $4,156+241.9% |
| Participant deferral / active EE | $11,652 | $9,614+21.2% | $9,135+27.6% | $6,407+81.9% |
| Admin fee / account holder | $255 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |