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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,721 | $183,592-73.5% | $155,574-68.7% | $145,877-66.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.13% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $7,316 | $5,317+37.6% | $4,676+56.5% | $4,663+56.9% |
| Participant deferral / active EE | $13,461 | $6,466+108.2% | $5,629+139.1% | $6,691+101.2% |
| Admin fee / account holder | $46 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |