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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,242 | $108,942-40.1% | $100,415-35.0% | $145,897-55.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 58.27%-42.7pp | 49.47%-33.9pp | 552.29%-536.8pp |
| Employer contribution / active EE | $4,904 | $4,422+10.9% | $3,943+24.4% | $4,663+5.2% |
| Participant deferral / active EE | $8,300 | $8,461-1.9% | $8,091+2.6% | $6,689+24.1% |
| Admin fee / account holder | $72 | $9,702-99.3% | $7,906-99.1% | $13,390-99.5% |