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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,785 | $212,386-63.4% | $199,883-61.1% | $138,895-44.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 27.83% | 47.75%-19.9pp | 43.81%-16.0pp | 145.39%-117.6pp |
| Employer contribution / active EE | $16,203 | $6,625+144.6% | $6,261+158.8% | $4,194+286.3% |
| Participant deferral / active EE | $10,573 | $9,617+9.9% | $9,138+15.7% | $6,396+65.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |