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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,061 | $134,817-62.9% | $123,973-59.6% | $155,188-67.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.33% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,818 | $4,425-13.7% | $4,126-7.5% | $4,248-10.1% |
| Participant deferral / active EE | $13,075 | $5,706+129.1% | $5,247+149.2% | $6,531+100.2% |
| Admin fee / account holder | $165 | $13,245-98.8% | $11,799-98.6% | $14,480-98.9% |