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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,743 | $106,247-40.9% | $96,515-35.0% | $139,466-55.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 47.14% | 38.47%+8.7pp | 35.73%+11.4pp | 373.66%-326.5pp |
| Employer contribution / active EE | $12,764 | $4,106+210.9% | $3,740+241.3% | $4,754+168.5% |
| Participant deferral / active EE | $21,350 | $5,456+291.3% | $4,880+337.5% | $6,712+218.1% |
| Admin fee / account holder | $274 | $7,885-96.5% | $6,735-95.9% | $11,409-97.6% |