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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,475 | $201,344-59.5% | $184,243-55.8% | $145,877-44.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.74% | 29.01%-9.3pp | 28.82%-9.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $15,241 | $7,022+117.0% | $6,427+137.1% | $4,663+226.8% |
| Participant deferral / active EE | $22,175 | $9,807+126.1% | $9,132+142.8% | $6,691+231.4% |
| Admin fee / account holder | $87 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |