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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,740 | $148,623-70.6% | $135,974-67.8% | $139,466-68.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.82% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $5,227 | $5,246-0.4% | $4,859+7.6% | $4,754+9.9% |
| Participant deferral / active EE | $12,742 | $8,103+57.3% | $7,760+64.2% | $6,712+89.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |