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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,658 | $115,814-48.5% | $101,275-41.1% | $158,982-62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.50% | 56.16%-27.7pp | 46.48%-18.0pp | 302.99%-274.5pp |
| Employer contribution / active EE | $4,357 | $4,176+4.3% | $3,660+19.0% | $4,763-8.5% |
| Participant deferral / active EE | $10,070 | $4,958+103.1% | $4,371+130.4% | $5,983+68.3% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |