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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,076 | $197,637-72.1% | $177,848-69.0% | $158,982-65.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.37% | 58.77%-35.4pp | 48.33%-25.0pp | 302.99%-279.6pp |
| Employer contribution / active EE | $25,086 | $6,698+274.5% | $5,919+323.8% | $4,763+426.7% |
| Participant deferral / active EE | $14,512 | $8,405+72.7% | $7,714+88.1% | $5,983+142.5% |
| Admin fee / account holder | $227 | $15,406-98.5% | $12,431-98.2% | $11,252-98.0% |