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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,578 | $183,592-74.1% | $155,567-69.4% | $145,959-67.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.59% | 61.24%-50.6pp | 64.74%-54.1pp | 561.95%-551.4pp |
| Employer contribution / active EE | $8,539 | $5,315+60.7% | $4,674+82.7% | $4,661+83.2% |
| Participant deferral / active EE | $6,571 | $6,464+1.7% | $5,628+16.8% | $6,689-1.8% |
| Admin fee / account holder | $50 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |