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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,174 | $115,796-52.4% | $101,264-45.5% | $158,950-65.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.28% | 56.15%-42.9pp | 46.48%-33.2pp | 302.91%-289.6pp |
| Employer contribution / active EE | $5,070 | $4,175+21.4% | $3,660+38.5% | $4,762+6.5% |
| Participant deferral / active EE | $19,500 | $4,958+293.3% | $4,370+346.2% | $5,983+225.9% |
| Admin fee / account holder | $289 | $7,247-96.0% | $5,947-95.1% | $11,248-97.4% |