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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,311 | $175,231-69.0% | $149,696-63.7% | $139,466-61.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $5,687 | $5,478+3.8% | $4,821+18.0% | $4,754+19.6% |
| Participant deferral / active EE | $2,566 | $6,521-60.7% | $5,682-54.8% | $6,712-61.8% |
| Admin fee / account holder | $193 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |