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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,142 | $183,592-75.4% | $155,574-71.0% | $145,877-69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.35% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $13,218 | $5,317+148.6% | $4,676+182.7% | $4,663+183.5% |
| Participant deferral / active EE | $7,861 | $6,466+21.6% | $5,629+39.6% | $6,691+17.5% |
| Admin fee / account holder | $161 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |