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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,427 | $72,071-17.5% | $68,368-13.1% | $137,256-56.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.18% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,105 | $2,788+11.4% | $2,649+17.2% | $4,156-25.3% |
| Participant deferral / active EE | $5,984 | $4,410+35.7% | $4,123+45.1% | $6,407-6.6% |
| Admin fee / account holder | $7 | $5,336-99.9% | $5,150-99.9% | $12,270-99.9% |