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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,595 | $168,635-54.6% | $147,617-48.1% | $125,389-38.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.36% | 77.65%-72.3pp | 61.98%-56.6pp | 282.24%-276.9pp |
| Employer contribution / active EE | $11,812 | $6,252+88.9% | $5,564+112.3% | $4,866+142.7% |
| Participant deferral / active EE | $5,891 | $5,507+7.0% | $4,895+20.3% | $5,352+10.1% |
| Admin fee / account holder | $145 | $13,580-98.9% | $11,612-98.8% | $9,541-98.5% |