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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,186 | $157,304-63.6% | $141,197-59.5% | $152,909-62.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.35% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.1pp |
| Employer contribution / active EE | $5,127 | $5,263-2.6% | $4,736+8.3% | $4,764+7.6% |
| Participant deferral / active EE | $11,726 | $7,111+64.9% | $6,710+74.8% | $5,851+100.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |