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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,767 | $183,516-66.9% | $155,534-60.9% | $145,884-58.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,812 | $5,315-47.1% | $4,675-39.8% | $4,662-39.7% |
| Participant deferral / active EE | $5,587 | $6,467-13.6% | $5,630-0.8% | $6,690-16.5% |
| Admin fee / account holder | $2 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |