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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,441 | $201,372-65.5% | $184,260-62.3% | $145,884-52.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.18% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $6,141 | $7,024-12.6% | $6,427-4.5% | $4,662+31.7% |
| Participant deferral / active EE | $22,388 | $9,808+128.3% | $9,133+145.1% | $6,690+234.7% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |