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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,900 | $165,399-68.0% | $149,745-64.7% | $158,982-66.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.61% | 348.34%-320.7pp | 276.72%-249.1pp | 302.99%-275.4pp |
| Employer contribution / active EE | $13,062 | $5,105+155.9% | $4,646+181.2% | $4,763+174.2% |
| Participant deferral / active EE | $10,742 | $7,183+49.6% | $6,843+57.0% | $5,983+79.5% |
| Admin fee / account holder | $60 | $10,811-99.4% | $9,312-99.4% | $11,252-99.5% |