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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,269 | $108,922-42.8% | $100,398-38.0% | $145,978-57.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 58.04%-43.1pp | 49.32%-34.4pp | 550.52%-535.6pp |
| Employer contribution / active EE | $4,789 | $4,426+8.2% | $3,946+21.4% | $4,662+2.7% |
| Participant deferral / active EE | $10,658 | $8,450+26.1% | $8,084+31.8% | $6,690+59.3% |
| Admin fee / account holder | $57 | $9,680-99.4% | $7,893-99.3% | $13,400-99.6% |