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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,022 | $183,539-71.1% | $155,556-65.9% | $145,897-63.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.26% | 61.31%-47.0pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $3,833 | $5,315-27.9% | $4,675-18.0% | $4,663-17.8% |
| Participant deferral / active EE | $7,767 | $6,467+20.1% | $5,631+37.9% | $6,689+16.1% |
| Admin fee / account holder | $157 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |