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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,853 | $154,228-62.5% | $145,433-60.2% | $137,256-57.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 60.60% | 74.59%-14.0pp | 66.58%-6.0pp | 220.34%-159.7pp |
| Employer contribution / active EE | $3,855 | $4,804-19.8% | $4,554-15.4% | $4,156-7.3% |
| Participant deferral / active EE | $12,861 | $8,216+56.5% | $7,897+62.8% | $6,407+100.7% |
| Admin fee / account holder | $189 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |