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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,772 | $155,555-50.6% | $146,866-47.7% | $155,188-50.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.18% | 115.41%-95.2pp | 102.85%-82.7pp | 148.84%-128.7pp |
| Employer contribution / active EE | $14,623 | $4,647+214.7% | $4,425+230.5% | $4,248+244.3% |
| Participant deferral / active EE | $10,665 | $8,044+32.6% | $7,759+37.4% | $6,531+63.3% |
| Admin fee / account holder | $96 | $14,755-99.4% | $13,620-99.3% | $14,480-99.3% |