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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,553 | $154,228-67.9% | $145,433-65.9% | $137,256-63.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.26% | 74.59%-48.3pp | 66.58%-40.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $13,120 | $4,804+173.1% | $4,554+188.1% | $4,156+215.7% |
| Participant deferral / active EE | $10,681 | $8,216+30.0% | $7,897+35.2% | $6,407+66.7% |
| Admin fee / account holder | $76 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |