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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,115 | $183,627-71.6% | $155,602-66.5% | $145,978-64.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 61.32%-49.9pp | 64.81%-53.4pp | 550.52%-539.1pp |
| Employer contribution / active EE | $3,352 | $5,316-37.0% | $4,675-28.3% | $4,662-28.1% |
| Participant deferral / active EE | $6,100 | $6,466-5.7% | $5,629+8.4% | $6,690-8.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |