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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,103 | $157,304-65.0% | $141,197-61.0% | $152,909-64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.79% | 64.34%-49.6pp | 71.41%-56.6pp | 345.46%-330.7pp |
| Employer contribution / active EE | $13,486 | $5,263+156.3% | $4,736+184.7% | $4,764+183.1% |
| Participant deferral / active EE | $8,671 | $7,111+21.9% | $6,710+29.2% | $5,851+48.2% |
| Admin fee / account holder | $15 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |