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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,769 | $185,312-74.2% | $161,489-70.4% | $154,746-69.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.95% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $8,587 | $4,769+80.0% | $4,268+101.2% | $4,379+96.1% |
| Participant deferral / active EE | $9,083 | $6,350+43.1% | $5,630+61.3% | $6,730+35.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |