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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,554 | $108,912-55.4% | $100,383-51.6% | $145,959-66.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.19% | 57.96%-37.8pp | 49.26%-29.1pp | 561.95%-541.8pp |
| Employer contribution / active EE | $6,974 | $4,423+57.7% | $3,944+76.8% | $4,661+49.6% |
| Participant deferral / active EE | $18,863 | $8,451+123.2% | $8,086+133.3% | $6,689+182.0% |
| Admin fee / account holder | $25 | $9,690-99.7% | $7,900-99.7% | $13,398-99.8% |