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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,742 | $157,276-65.8% | $141,177-61.9% | $152,885-64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.76% | 64.33%-47.6pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $5,603 | $5,262+6.5% | $4,736+18.3% | $4,763+17.6% |
| Participant deferral / active EE | $5,817 | $7,110-18.2% | $6,710-13.3% | $5,851-0.6% |
| Admin fee / account holder | $288 | $12,123-97.6% | $10,263-97.2% | $11,598-97.5% |