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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,644 | $176,402-70.7% | $134,162-61.5% | $158,966-67.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.77% | 63.66%-44.9pp | 36.35%-17.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $5,660 | $5,042+12.3% | $3,705+52.8% | $4,762+18.8% |
| Participant deferral / active EE | $10,400 | $4,093+154.1% | $3,500+197.2% | $5,983+73.8% |
| Admin fee / account holder | $15 | $8,719-99.8% | $6,685-99.8% | $11,250-99.9% |