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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,111 | $201,372-59.7% | $184,260-56.0% | $145,884-44.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.66% | 29.04%-17.4pp | 28.84%-17.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $5,810 | $7,024-17.3% | $6,427-9.6% | $4,662+24.6% |
| Participant deferral / active EE | $15,333 | $9,808+56.3% | $9,133+67.9% | $6,690+129.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |