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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,785 | $227,291-65.8% | $214,702-63.8% | $155,188-49.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 27.83% | 60.08%-32.3pp | 54.55%-26.7pp | 148.84%-121.0pp |
| Employer contribution / active EE | $16,203 | $6,772+139.3% | $6,461+150.8% | $4,248+281.5% |
| Participant deferral / active EE | $10,573 | $9,582+10.3% | $9,147+15.6% | $6,531+61.9% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |