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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,914 | $275,752-79.4% | $256,809-77.8% | $198,609-71.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 23.22% | 34.81%-11.6pp | 32.73%-9.5pp | 202.70%-179.5pp |
| Employer contribution / active EE | $6,091 | $7,721-21.1% | $7,263-16.1% | $5,055+20.5% |
| Participant deferral / active EE | $11,838 | $10,037+17.9% | $9,520+24.3% | $6,977+69.7% |
| Admin fee / account holder | $122 | $25,716-99.5% | $25,146-99.5% | $19,030-99.4% |