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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,933 | $213,785-65.9% | $185,441-60.7% | $155,188-53.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.94% | 19.97%-6.0pp | 20.16%-6.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $8,075 | $5,393+49.7% | $4,672+72.8% | $4,248+90.1% |
| Participant deferral / active EE | $12,792 | $6,864+86.4% | $6,152+107.9% | $6,531+95.9% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |