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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,669 | $211,288-70.8% | $178,540-65.5% | $145,884-57.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.99% | 30.27%-22.3pp | 27.15%-19.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $6,398 | $4,574+39.9% | $3,953+61.8% | $4,662+37.2% |
| Participant deferral / active EE | $11,145 | $6,967+60.0% | $6,281+77.4% | $6,690+66.6% |
| Admin fee / account holder | $16 | $12,105-99.9% | $10,424-99.8% | $13,392-99.9% |