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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,810 | $162,785-65.1% | $133,959-57.6% | $158,950-64.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.59% | 41.94%-6.4pp | 45.09%-9.5pp | 302.91%-267.3pp |
| Employer contribution / active EE | $6,206 | $4,975+24.7% | $3,919+58.4% | $4,762+30.3% |
| Participant deferral / active EE | $18,122 | $5,910+206.6% | $5,047+259.0% | $5,983+202.9% |
| Admin fee / account holder | $190 | $11,738-98.4% | $8,928-97.9% | $11,248-98.3% |