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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,185 | $157,304-58.6% | $141,197-53.8% | $152,909-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.01% | 64.34%-44.3pp | 71.41%-51.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $6,555 | $5,263+24.6% | $4,736+38.4% | $4,764+37.6% |
| Participant deferral / active EE | $4,550 | $7,111-36.0% | $6,710-32.2% | $5,851-22.2% |
| Admin fee / account holder | $56 | $12,126-99.5% | $10,265-99.5% | $11,601-99.5% |