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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,524 | $183,592-64.9% | $155,574-58.5% | $145,877-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $3,827 | $5,317-28.0% | $4,676-18.2% | $4,663-17.9% |
| Participant deferral / active EE | $2,660 | $6,466-58.9% | $5,629-52.7% | $6,691-60.2% |
| Admin fee / account holder | $138 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |