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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,360 | $162,821-66.6% | $133,978-59.4% | $158,982-65.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.54% | 41.95%-16.4pp | 45.10%-19.6pp | 302.99%-277.4pp |
| Employer contribution / active EE | $5,393 | $4,976+8.4% | $3,919+37.6% | $4,763+13.2% |
| Participant deferral / active EE | $4,946 | $5,910-16.3% | $5,047-2.0% | $5,983-17.3% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |