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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,290 | $201,344-71.5% | $184,243-68.9% | $145,877-60.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.62% | 29.01%-11.4pp | 28.82%-11.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $5,613 | $7,022-20.1% | $6,427-12.7% | $4,663+20.4% |
| Participant deferral / active EE | $7,648 | $9,807-22.0% | $9,132-16.3% | $6,691+14.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |