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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,410 | $176,794-70.4% | $146,647-64.3% | $167,553-68.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.19% | 24.04%-5.8pp | 22.75%-4.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $5,653 | $5,161+9.5% | $4,137+36.7% | $4,840+16.8% |
| Participant deferral / active EE | $8,557 | $6,440+32.9% | $5,506+55.4% | $6,343+34.9% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |