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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,171 | $185,905-71.4% | $170,057-68.7% | $139,487-61.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.26% | 60.56%-38.3pp | 53.42%-31.2pp | 373.84%-351.6pp |
| Employer contribution / active EE | $7,873 | $7,597+3.6% | $6,790+15.9% | $4,755+65.6% |
| Participant deferral / active EE | $9,400 | $11,627-19.2% | $10,411-9.7% | $6,713+40.0% |
| Admin fee / account holder | $33 | $15,397-99.8% | $12,826-99.7% | $11,407-99.7% |