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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,438 | $201,372-64.0% | $184,260-60.7% | $145,884-50.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.26% | 29.04%-13.8pp | 28.84%-13.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $8,932 | $7,024+27.2% | $6,427+39.0% | $4,662+91.6% |
| Participant deferral / active EE | $16,860 | $9,808+71.9% | $9,133+84.6% | $6,690+152.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |