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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,775 | $201,370-61.4% | $184,256-57.8% | $145,897-46.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.22% | 29.05%-12.8pp | 28.85%-12.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $12,029 | $7,024+71.3% | $6,427+87.2% | $4,663+158.0% |
| Participant deferral / active EE | $16,772 | $9,808+71.0% | $9,133+83.6% | $6,689+150.7% |
| Admin fee / account holder | $38 | $16,364-99.8% | $13,899-99.7% | $13,390-99.7% |