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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,068 | $183,592-73.8% | $155,574-69.1% | $145,877-67.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $14,855 | $5,317+179.4% | $4,676+217.7% | $4,663+218.6% |
| Participant deferral / active EE | $12,631 | $6,466+95.3% | $5,629+124.4% | $6,691+88.8% |
| Admin fee / account holder | $294 | $19,316-98.5% | $15,914-98.2% | $13,402-97.8% |