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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,902 | $166,242-67.6% | $165,071-67.3% | $145,884-63.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.64% | 100.44%-76.8pp | 70.17%-46.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $5,819 | $5,283+10.1% | $4,347+33.8% | $4,662+24.8% |
| Participant deferral / active EE | $4,980 | $6,964-28.5% | $6,035-17.5% | $6,690-25.6% |
| Admin fee / account holder | $12 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |