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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,091 | $108,922-45.7% | $100,398-41.1% | $145,978-59.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.73% | 58.04%-45.3pp | 49.32%-36.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $4,143 | $4,426-6.4% | $3,946+5.0% | $4,662-11.1% |
| Participant deferral / active EE | $5,659 | $8,450-33.0% | $8,084-30.0% | $6,690-15.4% |
| Admin fee / account holder | $11 | $9,680-99.9% | $7,893-99.9% | $13,400-99.9% |