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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,378 | $154,228-90.0% | $145,433-89.4% | $137,256-88.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 49.05% | 74.59%-25.5pp | 66.58%-17.5pp | 220.34%-171.3pp |
| Employer contribution / active EE | $4,114 | $4,804-14.4% | $4,554-9.7% | $4,156-1.0% |
| Participant deferral / active EE | $5,932 | $8,216-27.8% | $7,897-24.9% | $6,407-7.4% |
| Admin fee / account holder | $62 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |