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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,706 | $148,582-58.5% | $135,942-54.6% | $139,456-55.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.50% | 79.26%-65.8pp | 68.28%-54.8pp | 373.45%-359.9pp |
| Employer contribution / active EE | $4,659 | $5,245-11.2% | $4,858-4.1% | $4,753-2.0% |
| Participant deferral / active EE | $6,435 | $8,101-20.6% | $7,759-17.1% | $6,711-4.1% |
| Admin fee / account holder | $143 | $12,402-98.8% | $10,764-98.7% | $11,407-98.7% |