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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,159 | $152,612-67.1% | $125,192-59.9% | $152,897-67.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.94% | 54.85%-32.9pp | 43.79%-21.8pp | 345.43%-323.5pp |
| Employer contribution / active EE | $5,095 | $4,947+3.0% | $3,866+31.8% | $4,764+7.0% |
| Participant deferral / active EE | $6,420 | $5,868+9.4% | $4,937+30.0% | $5,851+9.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |