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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,643 | $201,344-71.9% | $184,243-69.3% | $145,877-61.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.54% | 29.01%-12.5pp | 28.82%-12.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $5,384 | $7,022-23.3% | $6,427-16.2% | $4,663+15.5% |
| Participant deferral / active EE | $16,120 | $9,807+64.4% | $9,132+76.5% | $6,691+140.9% |
| Admin fee / account holder | $44 | $16,382-99.7% | $13,914-99.7% | $13,402-99.7% |