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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,016 | $157,270-66.3% | $141,173-62.4% | $152,870-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.46% | 64.33%-37.9pp | 71.40%-44.9pp | 345.34%-318.9pp |
| Employer contribution / active EE | $4,821 | $5,261-8.4% | $4,735+1.8% | $4,763+1.2% |
| Participant deferral / active EE | $8,036 | $7,110+13.0% | $6,710+19.8% | $5,850+37.4% |
| Admin fee / account holder | $102 | $12,121-99.2% | $10,262-99.0% | $11,597-99.1% |