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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,418 | $148,629-58.0% | $135,982-54.1% | $139,487-55.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.31% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $7,320 | $5,247+39.5% | $4,859+50.7% | $4,755+54.0% |
| Participant deferral / active EE | $14,792 | $8,102+82.6% | $7,760+90.6% | $6,713+120.4% |
| Admin fee / account holder | $17 | $12,406-99.9% | $10,767-99.8% | $11,407-99.9% |