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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,625 | $155,555-57.2% | $146,866-54.6% | $155,188-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.10% | 115.41%-98.3pp | 102.85%-85.8pp | 148.84%-131.7pp |
| Employer contribution / active EE | $9,628 | $4,647+107.2% | $4,425+117.6% | $4,248+126.7% |
| Participant deferral / active EE | $14,067 | $8,044+74.9% | $7,759+81.3% | $6,531+115.4% |
| Admin fee / account holder | $71 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |