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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,787 | $108,897-52.4% | $100,378-48.4% | $145,877-64.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.62% | 58.17%-34.5pp | 49.41%-25.8pp | 551.28%-527.7pp |
| Employer contribution / active EE | $6,177 | $4,420+39.8% | $3,942+56.7% | $4,663+32.5% |
| Participant deferral / active EE | $9,146 | $8,455+8.2% | $8,087+13.1% | $6,691+36.7% |
| Admin fee / account holder | $36 | $9,690-99.6% | $7,899-99.5% | $13,402-99.7% |