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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,647 | $155,555-48.2% | $146,866-45.1% | $155,188-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 28.75% | 115.41%-86.7pp | 102.85%-74.1pp | 148.84%-120.1pp |
| Employer contribution / active EE | $16,978 | $4,647+265.4% | $4,425+283.7% | $4,248+299.7% |
| Participant deferral / active EE | $16,097 | $8,044+100.1% | $7,759+107.5% | $6,531+146.5% |
| Admin fee / account holder | $64 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |