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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,183 | $157,304-71.9% | $141,197-68.7% | $152,909-71.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.54% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $5,301 | $5,263+0.7% | $4,736+11.9% | $4,764+11.3% |
| Participant deferral / active EE | $17,364 | $7,111+144.2% | $6,710+158.8% | $5,851+196.8% |
| Admin fee / account holder | $288 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |