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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,965 | $183,516-59.2% | $155,534-51.8% | $145,884-48.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.77% | 61.43%-42.7pp | 64.92%-46.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $7,439 | $5,315+40.0% | $4,675+59.1% | $4,662+59.6% |
| Participant deferral / active EE | $16,787 | $6,467+159.6% | $5,630+198.2% | $6,690+150.9% |
| Admin fee / account holder | $245 | $19,293-98.7% | $15,900-98.5% | $13,392-98.2% |