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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,601 | $183,627-74.1% | $155,602-69.4% | $145,978-67.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.57% | 61.32%-44.7pp | 64.81%-48.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $8,303 | $5,316+56.2% | $4,675+77.6% | $4,662+78.1% |
| Participant deferral / active EE | $8,540 | $6,466+32.1% | $5,629+51.7% | $6,690+27.7% |
| Admin fee / account holder | $225 | $19,327-98.8% | $15,923-98.6% | $13,400-98.3% |