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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,913 | $157,304-65.7% | $141,197-61.8% | $152,909-64.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.39% | 64.34%-43.0pp | 71.41%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,409 | $5,263-73.2% | $4,736-70.3% | $4,764-70.4% |
| Participant deferral / active EE | $7,963 | $7,111+12.0% | $6,710+18.7% | $5,851+36.1% |
| Admin fee / account holder | $122 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |