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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,125 | $201,370-65.2% | $184,256-61.9% | $145,897-51.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.07% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $8,226 | $7,024+17.1% | $6,427+28.0% | $4,663+76.4% |
| Participant deferral / active EE | $13,944 | $9,808+42.2% | $9,133+52.7% | $6,689+108.5% |
| Admin fee / account holder | $10 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |