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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,341 | $183,592-69.9% | $155,567-64.4% | $145,959-62.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $7,154 | $5,315+34.6% | $4,674+53.1% | $4,661+53.5% |
| Participant deferral / active EE | $5,244 | $6,464-18.9% | $5,628-6.8% | $6,689-21.6% |
| Admin fee / account holder | $39 | $19,318-99.8% | $15,916-99.8% | $13,398-99.7% |