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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,287 | $53,165+7.8% | $86,216-33.6% | $74,460-23.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 26.89% | 22.64%+4.2pp | 1169.42%-1142.5pp | 34.38%-7.5pp |
| Employer contribution / active EE | $5,256 | $1,210+334.4% | $2,382+120.7% | $2,638+99.2% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,986-100.0% | $4,530-100.0% |
| Admin fee / account holder | $5 | $551-99.1% | $6,853-99.9% | $348-98.6% |