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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,417 | $227,399-77.8% | $189,758-73.4% | $198,609-74.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.41% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $4,470 | $5,526-19.1% | $4,767-6.2% | $5,055-11.6% |
| Participant deferral / active EE | $16,119 | $6,837+135.8% | $5,856+175.3% | $6,977+131.0% |
| Admin fee / account holder | $62 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |