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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,949 | $201,372-63.3% | $184,260-59.9% | $145,884-49.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.37% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $5,535 | $7,024-21.2% | $6,427-13.9% | $4,662+18.7% |
| Participant deferral / active EE | $12,391 | $9,808+26.3% | $9,133+35.7% | $6,690+85.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |