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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,048 | $148,582-58.2% | $135,942-54.4% | $139,456-55.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.22% | 79.26%-60.0pp | 68.28%-49.1pp | 373.45%-354.2pp |
| Employer contribution / active EE | $4,949 | $5,245-5.6% | $4,858+1.9% | $4,753+4.1% |
| Participant deferral / active EE | $8,614 | $8,101+6.3% | $7,759+11.0% | $6,711+28.4% |
| Admin fee / account holder | $79 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |