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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,611 | $201,372-54.5% | $184,260-50.3% | $145,884-37.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.86% | 29.04%-13.2pp | 28.84%-13.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $16,390 | $7,024+133.4% | $6,427+155.0% | $4,662+251.5% |
| Participant deferral / active EE | $11,728 | $9,808+19.6% | $9,133+28.4% | $6,690+75.3% |
| Admin fee / account holder | $287 | $16,362-98.2% | $13,898-97.9% | $13,392-97.9% |