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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,479 | $185,905-69.1% | $170,057-66.2% | $139,487-58.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.00% | 60.56%-33.6pp | 53.42%-26.4pp | 373.84%-346.8pp |
| Employer contribution / active EE | $6,304 | $7,597-17.0% | $6,790-7.2% | $4,755+32.6% |
| Participant deferral / active EE | $9,650 | $11,627-17.0% | $10,411-7.3% | $6,713+43.8% |
| Admin fee / account holder | $249 | $15,397-98.4% | $12,826-98.1% | $11,407-97.8% |