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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,800 | $201,372-62.9% | $184,260-59.4% | $145,884-48.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.45% | 29.04%+8.4pp | 28.84%+8.6pp | 551.85%-514.4pp |
| Employer contribution / active EE | $24,880 | $7,024+254.2% | $6,427+287.1% | $4,662+433.6% |
| Participant deferral / active EE | $11,061 | $9,808+12.8% | $9,133+21.1% | $6,690+65.3% |
| Admin fee / account holder | $177 | $16,362-98.9% | $13,898-98.7% | $13,392-98.7% |