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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,855 | $155,555-58.3% | $146,866-55.8% | $155,188-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.04% | 115.41%-96.4pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $10,479 | $4,647+125.5% | $4,425+136.8% | $4,248+146.7% |
| Participant deferral / active EE | $9,743 | $8,044+21.1% | $7,759+25.6% | $6,531+49.2% |
| Admin fee / account holder | $200 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |