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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,648 | $227,399-71.1% | $189,758-65.4% | $198,609-66.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.17% | 61.03%-43.9pp | 52.62%-35.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $7,486 | $5,526+35.5% | $4,767+57.0% | $5,055+48.1% |
| Participant deferral / active EE | $5,452 | $6,837-20.3% | $5,856-6.9% | $6,977-21.9% |
| Admin fee / account holder | $149 | $25,162-99.4% | $20,388-99.3% | $19,030-99.2% |