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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,361 | $160,040-61.7% | $147,096-58.3% | $145,877-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,961 | $5,289-44.0% | $4,936-40.0% | $4,663-36.5% |
| Participant deferral / active EE | $5,475 | $8,429-35.0% | $8,071-32.2% | $6,691-18.2% |
| Admin fee / account holder | $296 | $15,050-98.0% | $13,005-97.7% | $13,402-97.8% |