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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,015 | $183,592-69.5% | $155,574-64.0% | $145,877-61.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,244 | $5,317-57.8% | $4,676-52.0% | $4,663-51.9% |
| Participant deferral / active EE | $5,598 | $6,466-13.4% | $5,629-0.6% | $6,691-16.3% |
| Admin fee / account holder | $230 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |