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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,511 | $148,629-62.0% | $135,982-58.4% | $139,487-59.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.05% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $8,314 | $5,247+58.5% | $4,859+71.1% | $4,755+74.9% |
| Participant deferral / active EE | $8,520 | $8,102+5.2% | $7,760+9.8% | $6,713+26.9% |
| Admin fee / account holder | $133 | $12,406-98.9% | $10,767-98.8% | $11,407-98.8% |