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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,369 | $183,539-70.9% | $155,556-65.7% | $145,897-63.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.01% | 61.31%-52.3pp | 64.84%-55.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,128 | $5,315-41.2% | $4,675-33.1% | $4,663-32.9% |
| Participant deferral / active EE | $3,128 | $6,467-51.6% | $5,631-44.4% | $6,689-53.2% |
| Admin fee / account holder | $153 | $19,275-99.2% | $15,885-99.0% | $13,390-98.9% |