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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,482 | $181,062-60.0% | $158,223-54.2% | $155,188-53.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.10% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $10,301 | $4,565+125.7% | $4,109+150.7% | $4,248+142.5% |
| Participant deferral / active EE | $9,195 | $6,134+49.9% | $5,467+68.2% | $6,531+40.8% |
| Admin fee / account holder | $18 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |