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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,026 | $185,830-40.8% | $170,004-35.3% | $139,427-21.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 39.55% | 60.52%-21.0pp | 53.39%-13.8pp | 373.27%-333.7pp |
| Employer contribution / active EE | $7,708 | $7,591+1.5% | $6,786+13.6% | $4,752+62.2% |
| Participant deferral / active EE | $15,664 | $11,622+34.8% | $10,408+50.5% | $6,711+133.4% |
| Admin fee / account holder | $25 | $15,381-99.8% | $12,816-99.8% | $11,404-99.8% |