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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,579 | $157,304-69.1% | $141,197-65.6% | $152,909-68.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.30% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $4,526 | $5,263-14.0% | $4,736-4.4% | $4,764-5.0% |
| Participant deferral / active EE | $9,170 | $7,111+29.0% | $6,710+36.7% | $5,851+56.7% |
| Admin fee / account holder | $207 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |