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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,843 | $201,372-66.8% | $184,260-63.7% | $145,884-54.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.35% | 29.04%-15.7pp | 28.84%-15.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $6,971 | $7,024-0.7% | $6,427+8.5% | $4,662+49.5% |
| Participant deferral / active EE | $12,891 | $9,808+31.4% | $9,133+41.2% | $6,690+92.7% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |