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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,195 | $183,516-69.4% | $155,534-63.9% | $145,884-61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.96% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $8,914 | $5,315+67.7% | $4,675+90.7% | $4,662+91.2% |
| Participant deferral / active EE | $9,671 | $6,467+49.5% | $5,630+71.8% | $6,690+44.6% |
| Admin fee / account holder | $256 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |