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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,359 | $183,592-64.9% | $155,574-58.6% | $145,877-55.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $6,368 | $5,317+19.8% | $4,676+36.2% | $4,663+36.6% |
| Participant deferral / active EE | $5,229 | $6,466-19.1% | $5,629-7.1% | $6,691-21.8% |
| Admin fee / account holder | $172 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |