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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,578 | $183,539-74.1% | $155,556-69.4% | $145,897-67.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.59% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $8,539 | $5,315+60.6% | $4,675+82.6% | $4,663+83.1% |
| Participant deferral / active EE | $6,571 | $6,467+1.6% | $5,631+16.7% | $6,689-1.8% |
| Admin fee / account holder | $50 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |