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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,250 | $183,539-72.6% | $155,556-67.7% | $145,897-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.03% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $7,045 | $5,315+32.5% | $4,675+50.7% | $4,663+51.1% |
| Participant deferral / active EE | $6,574 | $6,467+1.7% | $5,631+16.7% | $6,689-1.7% |
| Admin fee / account holder | $249 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |