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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,998 | $172,111-64.6% | $150,298-59.4% | $137,256-55.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.09% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $19,571 | $4,636+322.1% | $4,154+371.1% | $4,156+370.9% |
| Participant deferral / active EE | $9,813 | $6,166+59.1% | $5,453+80.0% | $6,407+53.2% |
| Admin fee / account holder | $190 | $16,471-98.8% | $14,116-98.7% | $12,270-98.5% |