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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,753 | $157,304-66.5% | $141,197-62.6% | $152,909-65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.98% | 64.34%-46.4pp | 71.41%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $6,538 | $5,263+24.2% | $4,736+38.0% | $4,764+37.2% |
| Participant deferral / active EE | $14,900 | $7,111+109.5% | $6,710+122.0% | $5,851+154.6% |
| Admin fee / account holder | $137 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |