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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,055 | $201,370-65.2% | $184,256-62.0% | $145,897-52.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.53% | 29.05%-16.5pp | 28.85%-16.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $11,685 | $7,024+66.4% | $6,427+81.8% | $4,663+150.6% |
| Participant deferral / active EE | $11,758 | $9,808+19.9% | $9,133+28.7% | $6,689+75.8% |
| Admin fee / account holder | $49 | $16,364-99.7% | $13,899-99.6% | $13,390-99.6% |