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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,758 | $185,883-66.8% | $170,043-63.7% | $139,466-55.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.64% | 60.54%-24.9pp | 53.40%-17.8pp | 373.66%-338.0pp |
| Employer contribution / active EE | $5,243 | $7,596-31.0% | $6,790-22.8% | $4,754+10.3% |
| Participant deferral / active EE | $3,890 | $11,626-66.5% | $10,410-62.6% | $6,712-42.0% |
| Admin fee / account holder | $60 | $15,393-99.6% | $12,824-99.5% | $11,409-99.5% |