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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,375 | $201,372-64.6% | $184,260-61.3% | $145,884-51.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.72% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $23,105 | $7,024+229.0% | $6,427+259.5% | $4,662+395.6% |
| Participant deferral / active EE | $9,787 | $9,808-0.2% | $9,133+7.2% | $6,690+46.3% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |