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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,856 | $183,539-75.0% | $155,556-70.5% | $145,897-68.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.70% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $7,819 | $5,315+47.1% | $4,675+67.2% | $4,663+67.7% |
| Participant deferral / active EE | $3,813 | $6,467-41.0% | $5,631-32.3% | $6,689-43.0% |
| Admin fee / account holder | $44 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |