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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,612 | $227,399-72.0% | $189,758-66.5% | $198,609-68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.91% | 61.03%-44.1pp | 52.62%-35.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,911 | $5,526-65.4% | $4,767-59.9% | $5,055-62.2% |
| Participant deferral / active EE | $10,522 | $6,837+53.9% | $5,856+79.7% | $6,977+50.8% |
| Admin fee / account holder | $276 | $25,162-98.9% | $20,388-98.6% | $19,030-98.6% |