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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,406 | $183,539-66.0% | $155,556-59.9% | $145,897-57.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $5,691 | $5,315+7.1% | $4,675+21.7% | $4,663+22.1% |
| Participant deferral / active EE | $3,431 | $6,467-46.9% | $5,631-39.1% | $6,689-48.7% |
| Admin fee / account holder | $69 | $19,275-99.6% | $15,885-99.6% | $13,390-99.5% |