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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,408 | $185,905-65.9% | $170,057-62.7% | $139,487-54.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.49% | 60.56%-26.1pp | 53.42%-18.9pp | 373.84%-339.3pp |
| Employer contribution / active EE | $8,678 | $7,597+14.2% | $6,790+27.8% | $4,755+82.5% |
| Participant deferral / active EE | $9,288 | $11,627-20.1% | $10,411-10.8% | $6,713+38.4% |
| Admin fee / account holder | $186 | $15,397-98.8% | $12,826-98.6% | $11,407-98.4% |