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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,090 | $181,062-48.6% | $158,223-41.2% | $155,188-40.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.85% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $17,134 | $4,565+275.4% | $4,109+317.0% | $4,248+303.4% |
| Participant deferral / active EE | $10,904 | $6,134+77.8% | $5,467+99.5% | $6,531+67.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |