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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,753 | $157,270-66.5% | $141,173-62.6% | $152,870-65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.98% | 64.33%-46.3pp | 71.40%-53.4pp | 345.34%-327.4pp |
| Employer contribution / active EE | $6,538 | $5,261+24.3% | $4,735+38.1% | $4,763+37.3% |
| Participant deferral / active EE | $14,900 | $7,110+109.6% | $6,710+122.1% | $5,850+154.7% |
| Admin fee / account holder | $137 | $12,121-98.9% | $10,262-98.7% | $11,597-98.8% |