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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,304 | $139,948-64.8% | $121,663-59.5% | $154,746-68.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 20.73% | 230.52%-209.8pp | 147.54%-126.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $11,972 | $3,521+240.0% | $3,020+296.4% | $4,379+173.4% |
| Participant deferral / active EE | $9,068 | $5,629+61.1% | $4,887+85.5% | $6,730+34.7% |
| Admin fee / account holder | $201 | $17,321-98.8% | $14,289-98.6% | $14,365-98.6% |