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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,406 | $183,592-66.0% | $155,567-59.9% | $145,959-57.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $5,691 | $5,315+7.1% | $4,674+21.8% | $4,661+22.1% |
| Participant deferral / active EE | $3,431 | $6,464-46.9% | $5,628-39.0% | $6,689-48.7% |
| Admin fee / account holder | $69 | $19,318-99.6% | $15,916-99.6% | $13,398-99.5% |