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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,952 | $185,312-67.1% | $161,489-62.3% | $154,746-60.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.57% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,825 | $4,769-61.7% | $4,268-57.2% | $4,379-58.3% |
| Participant deferral / active EE | $3,992 | $6,350-37.1% | $5,630-29.1% | $6,730-40.7% |
| Admin fee / account holder | $11 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |