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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,067 | $185,883-71.5% | $170,043-68.8% | $139,466-61.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.52% | 60.54%-43.0pp | 53.40%-35.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,223 | $7,596-57.6% | $6,790-52.5% | $4,754-32.2% |
| Participant deferral / active EE | $5,438 | $11,626-53.2% | $10,410-47.8% | $6,712-19.0% |
| Admin fee / account holder | $241 | $15,393-98.4% | $12,824-98.1% | $11,409-97.9% |