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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,739 | $183,516-59.3% | $155,534-51.9% | $145,884-48.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.18% | 61.43%-40.2pp | 64.92%-43.7pp | 551.85%-530.7pp |
| Employer contribution / active EE | $13,052 | $5,315+145.6% | $4,675+179.2% | $4,662+179.9% |
| Participant deferral / active EE | $19,096 | $6,467+195.3% | $5,630+239.2% | $6,690+185.5% |
| Admin fee / account holder | $141 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |